SWA
IGR
SOA Wealth Advisors’s CBRE Global Real Estate Income Fund IGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $920 | Buy |
174
+6
| +4% | +$32 | ﹤0.01% | 759 |
|
|
2025
Q1 | $866 | Buy |
168
+6
| +4% | +$31 | ﹤0.01% | 751 |
|
|
2024
Q4 | $780 | Buy |
162
+5
| +3% | +$24 | ﹤0.01% | 748 |
|
|
2024
Q3 | $1.03K | Buy |
157
+4
| +3% | +$26 | ﹤0.01% | 714 |
|
|
2024
Q2 | $769 | Buy |
153
+6
| +4% | +$30 | ﹤0.01% | 742 |
|
|
2024
Q1 | $792 | Buy |
147
+6
| +4% | +$32 | ﹤0.01% | 781 |
|
|
2023
Q4 | $764 | Buy |
141
+6
| +4% | +$33 | ﹤0.01% | 775 |
|
|
2023
Q3 | $608 | Sell |
135
-126
| -48% | -$567 | ﹤0.01% | 810 |
|
|
2023
Q2 | $1.37K | Buy |
261
+8
| +3% | +$42 | ﹤0.01% | 759 |
|
|
2023
Q1 | $1.34K | Buy |
253
+7
| +3% | +$37 | ﹤0.01% | 766 |
|
|
2022
Q4 | $1.41K | Buy |
246
+8
| +3% | +$46 | ﹤0.01% | 765 |
|
|
2022
Q3 | $1K | Buy |
238
+6
| +3% | +$25 | ﹤0.01% | 773 |
|
|
2022
Q2 | $1K | Buy |
232
+5
| +2% | +$22 | ﹤0.01% | 760 |
|
|
2022
Q1 | $2K | Buy |
227
+3
| +1% | +$26 | ﹤0.01% | 804 |
|
|
2021
Q4 | $2K | Buy |
224
+4
| +2% | +$36 | ﹤0.01% | 775 |
|
|
2021
Q3 | $1K | Buy |
220
+4
| +2% | +$18 | ﹤0.01% | 841 |
|
|
2021
Q2 | $1K | Buy |
216
+4
| +2% | +$19 | ﹤0.01% | 821 |
|
|
2021
Q1 | $1K | Buy |
212
+1
| +0.5% | +$5 | ﹤0.01% | 770 |
|
|
2020
Q4 | $1K | Buy |
+211
| New | +$1K | ﹤0.01% | 745 |
|