Spire Wealth Management’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 | $2.77K | Hold |
523
| – | – | ﹤0.01% | 2107 |
|
|
2025
Q1 | $2.7K | Hold |
523
| – | – | ﹤0.01% | 2215 |
|
|
2024
Q4 | $2.52K | Hold |
523
| – | – | ﹤0.01% | 2202 |
|
|
2024
Q3 | $3.44K | Sell |
523
-304
| -37% | -$2K | ﹤0.01% | 1900 |
|
|
2024
Q2 | $4.17K | Sell |
827
-17,435
| -95% | -$87.9K | ﹤0.01% | 1873 |
|
|
2024
Q1 | $98.3K | Buy |
18,262
+10
| +0.1% | +$54 | ﹤0.01% | 994 |
|
|
2023
Q4 | $95.3K | Sell |
18,252
-323
| -2% | -$1.69K | ﹤0.01% | 1006 |
|
|
2023
Q3 | $83.6K | Buy |
18,575
+9
| +0% | +$41 | ﹤0.01% | 1004 |
|
|
2023
Q2 | $97.1K | Buy |
18,566
+9
| +0% | +$47 | ﹤0.01% | 978 |
|
|
2023
Q1 | $98.5K | Buy |
18,557
+17,785
| +2,304% | +$94.4K | ﹤0.01% | 978 |
|
|
2022
Q4 | $4K | Buy |
772
+7
| +0.9% | +$36 | ﹤0.01% | 1894 |
|
|
2022
Q3 | $4K | Sell |
765
-17,773
| -96% | -$92.9K | ﹤0.01% | 1792 |
|
|
2022
Q2 | $135K | Sell |
18,538
-1,995
| -10% | -$14.5K | 0.01% | 915 |
|
|
2022
Q1 | $186K | Buy |
20,533
+5
| +0% | +$45 | 0.01% | 929 |
|
|
2021
Q4 | $201K | Buy |
20,528
+3
| +0% | +$29 | ﹤0.01% | 1090 |
|
|
2021
Q3 | $172K | Buy |
20,525
+4,004
| +24% | +$33.6K | ﹤0.01% | 979 |
|
|
2021
Q2 | $146K | Buy |
16,521
+15,658
| +1,814% | +$138K | ﹤0.01% | 1056 |
|
|
2021
Q1 | $7K | Buy |
+863
| New | +$7K | ﹤0.01% | 2524 |
|