Wealthstreet Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-10,000
| Closed | -$52K | – | 335 |
|
|
2020
Q1 | $52K | Hold |
10,000
| – | – | 0.01% | 302 |
|
|
2019
Q4 | $80K | Hold |
10,000
| – | – | 0.01% | 345 |
|
|
2019
Q3 | $79K | Hold |
10,000
| – | – | 0.01% | 332 |
|
|
2019
Q2 | $75K | Hold |
10,000
| – | – | 0.01% | 338 |
|
|
2019
Q1 | $75K | Hold |
10,000
| – | – | 0.01% | 340 |
|
|
2018
Q4 | $68K | Hold |
10,000
| – | – | 0.01% | 329 |
|
|
2018
Q3 | $73K | Hold |
10,000
| – | – | 0.01% | 341 |
|
|
2018
Q2 | $75K | Hold |
10,000
| – | – | 0.01% | 342 |
|
|
2018
Q1 | $73K | Hold |
10,000
| – | – | 0.01% | 336 |
|
|
2017
Q4 | $79K | Buy |
+10,000
| New | +$79K | 0.01% | 329 |
|