Sowell Financial Services’s CBRE Global Real Estate Income Fund IGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.4K | Sell |
11,798
-14,888
| -56% | -$78.8K | ﹤0.01% | 1022 |
|
|
2025
Q1 | $138K | Buy |
+26,686
| New | +$138K | 0.01% | 960 |
|
|
2021
Q2 | – | Sell |
-6,309
| Closed | -$51K | – | 1551 |
|
|
2021
Q1 | $51K | Sell |
6,309
-1,334
| -17% | -$10.8K | ﹤0.01% | 1650 |
|
|
2020
Q4 | $53K | Buy |
7,643
+23
| +0.3% | +$159 | ﹤0.01% | 1368 |
|
|
2020
Q3 | $46K | Sell |
7,620
-1,208
| -14% | -$7.29K | ﹤0.01% | 1246 |
|
|
2020
Q2 | $53K | Sell |
8,828
-4,145
| -32% | -$24.9K | ﹤0.01% | 1151 |
|
|
2020
Q1 | $68K | Sell |
12,973
-362
| -3% | -$1.9K | 0.01% | 950 |
|
|
2019
Q4 | $107K | Sell |
13,335
-494
| -4% | -$3.96K | 0.01% | 896 |
|
|
2019
Q3 | $109K | Buy |
+13,829
| New | +$109K | 0.01% | 801 |
|
|
2019
Q1 | $95K | Buy |
+12,684
| New | +$95K | 0.01% | 546 |
|
|
2018
Q4 | – | Sell |
-12,641
| Closed | -$92K | – | 493 |
|
|
2018
Q3 | $92K | Buy |
12,641
+161
| +1% | +$1.17K | 0.01% | 356 |
|
|
2018
Q2 | $93K | Buy |
12,480
+2,031
| +19% | +$15.1K | 0.02% | 285 |
|
|
2018
Q1 | $78K | Buy |
10,449
+13
| +0.1% | +$97 | 0.02% | 270 |
|
|
2017
Q4 | $81K | Buy |
10,436
+3
| +0% | +$23 | 0.02% | 256 |
|
|
2017
Q3 | $81K | Buy |
+10,433
| New | +$81K | 0.02% | 251 |
|
|
2017
Q1 | – | Sell |
-9,924
| Closed | -$75K | – | 407 |
|
|
2016
Q4 | $75K | Buy |
+9,924
| New | +$75K | 0.03% | 293 |
|