SWM
IGR

SeaCrest Wealth Management’s CBRE Global Real Estate Income Fund IGR Stock Holding History

SeaCrest Wealth Management’s Portfolio IGR Stock Details IGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$221K Buy
47,846
+3,816
+9% +$17.7K 0.02% 503
2026
Q1 		$193K Sell
44,030
-2,111
-5% -$9.92K 0.02% 605
2025
Q4 		$211K Sell
46,141
-52
-0.1% -$245 0.02% 583
2025
Q3 		$237K Buy
46,193
+3,848
+9% +$19.4K 0.03% 534
2025
Q2 		$224K Buy
42,345
+3,054
+8% +$15.3K 0.02% 540
2025
Q1 		$203K Buy
39,291
+28,036
+249% +$145K 0.02% 618
2024
Q4 		$54.1K Buy
+11,255
New +$64K 0.01% 646
2023
Q1 		– Sell
-16,920
Closed -$97K – 657
2022
Q4 		$97K Hold
16,920
– – 0.01% 613
2022
Q3 		$98K Sell
16,920
-900
-5% -$6.58K 0.01% 600
2022
Q2 		$129K Sell
17,820
-596
-3% -$4.78K 0.02% 761
2022
Q1 		$166K Buy
+18,416
New +$159K 0.02% 675
2019
Q2 		– Sell
-3,217
Closed -$24K – 1131
2019
Q1 		$24K Hold
3,217
– – ﹤0.01% 1214
2018
Q4 		$20K Sell
3,217
-500
-13% -$3.36K ﹤0.01% 1234
2018
Q3 		$27K Hold
3,717
– – ﹤0.01% 1253
2018
Q2 		$28K Sell
3,717
-1,079
-22% -$8K 0.01% 1216
2018
Q1 		$35K Sell
4,796
-365
-7% -$2.75K 0.01% 1100
2017
Q4 		$41K Buy
+5,161
New +$40.4K 0.01% 1038

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