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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-1,410	Closed	-$8K	–	406
2022 Q3	$8K	Sell	1,410 -305	-18%	-$2.23K	﹤0.01%	548
2022 Q2	$12K	Buy	1,715 +305	+22%	+$2.45K	﹤0.01%	539
2022 Q1	$13K	Hold	1,410	–	–	﹤0.01%	502
2021 Q4	$14K	Hold	1,410	–	–	0.01%	448
2021 Q3	$12K	Hold	1,410	–	–	0.01%	412
2021 Q2	$12K	Hold	1,410	–	–	0.01%	321
2021 Q1	$11K	Hold	1,410	–	–	0.01%	243
2020 Q4	$10K	Hold	1,410	–	–	0.01%	244
2020 Q3	$8K	Hold	1,410	–	–	0.01%	214
2020 Q2	$8K	Hold	1,410	–	–	0.01%	254
2020 Q1	$7K	Hold	1,410	–	–	0.01%	174
2019 Q4	$11K	Hold	1,410	–	–	0.01%	153
2019 Q3	$11K	Buy	+1,410	New	+$10.8K	0.02%	163
2018 Q3	$10K	Buy	+1,400	New	+$10.5K	0.12%	87