United Capital Financial Advisors’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 | $55.3K | Hold |
10,447
| – | – | ﹤0.01% | 1075 |
|
|
2025
Q1 | $53.9K | Hold |
10,447
| – | – | ﹤0.01% | 1044 |
|
|
2024
Q4 | $50.3K | Sell |
10,447
-2,000
| -16% | -$9.62K | ﹤0.01% | 1043 |
|
|
2024
Q3 | $81.8K | Hold |
12,447
| – | – | ﹤0.01% | 1035 |
|
|
2024
Q2 | $62.7K | Hold |
12,447
| – | – | ﹤0.01% | 1007 |
|
|
2024
Q1 | $67K | Hold |
12,447
| – | – | ﹤0.01% | 1053 |
|
|
2023
Q4 | $67.6K | Hold |
12,447
| – | – | ﹤0.01% | 1044 |
|
|
2023
Q3 | $56K | Sell |
12,447
-3,400
| -21% | -$15.3K | ﹤0.01% | 824 |
|
|
2023
Q2 | $82.9K | Hold |
15,847
| – | – | ﹤0.01% | 879 |
|
|
2023
Q1 | $84.1K | Hold |
15,847
| – | – | ﹤0.01% | 943 |
|
|
2022
Q4 | $90.8K | Hold |
15,847
| – | – | ﹤0.01% | 1010 |
|
|
2022
Q3 | $91K | Hold |
15,847
| – | – | ﹤0.01% | 1057 |
|
|
2022
Q2 | $115K | Buy |
+15,847
| New | +$115K | ﹤0.01% | 1082 |
|