Advocacy Wealth Management Services’s CBRE Group CBRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | +$7.41K | ﹤0.01% | 69 |
|
|
2022
Q1 | $27K | Buy |
297
+68
| +30% | +$6.18K | ﹤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% | -$3.93K | ﹤0.01% | 102 |
|
|
2020
Q4 | $17K | Hold |
279
| – | – | ﹤0.01% | 99 |
|
|
2020
Q3 | $13K | Sell |
279
-34
| -11% | -$1.58K | ﹤0.01% | 100 |
|
|
2020
Q2 | $14K | Sell |
313
-268
| -46% | -$12K | ﹤0.01% | 97 |
|
|
2020
Q1 | $21K | Buy |
581
+160
| +38% | +$5.78K | ﹤0.01% | 68 |
|
|
2019
Q4 | $26K | Buy |
421
+93
| +28% | +$5.74K | 0.01% | 80 |
|
|
2019
Q3 | $17K | Hold |
328
| – | – | 0.01% | 101 |
|
|
2019
Q2 | $17K | Buy |
+328
| New | +$17K | 0.01% | 106 |
|