Advocacy Wealth Management Services’s CBRE Group CBRE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-399	Closed	-$29K	–	52
2022 Q3	$29K	Hold	399	–	–	﹤0.01%	62
2022 Q2	$29K	Buy	399 +102	+34%	+$8.21K	﹤0.01%	69
2022 Q1	$27K	Buy	297 +68	+30%	+$6.63K	﹤0.01%	80
2021 Q4	$25K	Hold	229	–	–	﹤0.01%	82
2021 Q3	$22K	Hold	229	–	–	﹤0.01%	86
2021 Q2	$20K	Hold	229	–	–	﹤0.01%	107
2021 Q1	$18K	Sell	229 -50	-18%	-$3.54K	﹤0.01%	102
2020 Q4	$17K	Hold	279	–	–	﹤0.01%	99
2020 Q3	$13K	Sell	279 -34	-11%	-$1.55K	﹤0.01%	100
2020 Q2	$14K	Sell	313 -268	-46%	-$11.6K	﹤0.01%	97
2020 Q1	$21K	Buy	581 +160	+38%	+$8.84K	﹤0.01%	68
2019 Q4	$26K	Buy	421 +93	+28%	+$5.15K	0.01%	80
2019 Q3	$17K	Hold	328	–	–	0.01%	101
2019 Q2	$17K	Buy	+328	New	+$16.3K	0.01%	106