WLPWM
IGR

Walled Lake Planning & Wealth Management’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio IGR Stock Details IGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-220
Closed -$2K – 341
2020
Q4 		$2K Sell
220
-210
-49% -$1.91K ﹤0.01% 284
2020
Q3 		$3K Buy
430
+10
+2% +$70 ﹤0.01% 279
2020
Q2 		$3K Buy
420
+11
+3% +$79 ﹤0.01% 267
2020
Q1 		$2K Buy
+409
New +$2K ﹤0.01% 273