Wealthcare Advisory Partners’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-4
| Closed | – | – | 1169 |
|
2021
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 2084 |
|
2020
Q2 | – | Sell |
-13
| Closed | – | – | 827 |
|
2020
Q1 | $0 | Hold |
13
| – | – | ﹤0.01% | 1538 |
|
2019
Q4 | $0 | Hold |
13
| – | – | ﹤0.01% | 1410 |
|
2019
Q3 | $0 | Sell |
13
-1,404
| -99% | – | ﹤0.01% | 1374 |
|
2019
Q2 | $11K | Buy |
1,417
+1,413
| +35,325% | +$11K | ﹤0.01% | 880 |
|
2019
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 1244 |
|
2018
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 1238 |
|
2018
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 1265 |
|
2018
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 1270 |
|
2018
Q1 | $0 | Sell |
4
-100
| -96% | – | ﹤0.01% | 1162 |
|
2017
Q4 | $1K | Buy |
104
+4
| +4% | +$38 | ﹤0.01% | 997 |
|
2017
Q3 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 823 |
|