SWM
IGR
Selective Wealth Management’s CBRE Global Real Estate Income Fund IGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,410
| Closed | -$8K | – | 406 |
|
|
2022
Q3 | $8K | Sell |
1,410
-305
| -18% | -$1.73K | ﹤0.01% | 548 |
|
|
2022
Q2 | $12K | Buy |
1,715
+305
| +22% | +$2.13K | ﹤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% | 173 |
|
|
2019
Q4 | $11K | Hold |
1,410
| – | – | 0.01% | 153 |
|
|
2019
Q3 | $11K | Buy |
+1,410
| New | +$11K | 0.02% | 163 |
|
|
2018
Q3 | $10K | Buy |
+1,400
| New | +$10K | 0.12% | 87 |
|