Alera Investment Advisors’s CBRE Group CBRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-8,305
| Closed | -$376K | – | 86 |
|
|
2020
Q2 | $376K | Hold |
8,305
| – | – | 0.2% | 44 |
|
|
2020
Q1 | $313K | Sell |
8,305
-7,000
| -46% | -$264K | 0.19% | 47 |
|
|
2019
Q4 | $938K | Buy |
+15,305
| New | +$938K | 0.43% | 26 |
|
|
2019
Q2 | – | Sell |
-277
| Closed | -$14K | – | 228 |
|
|
2019
Q1 | $14K | Buy |
277
+54
| +24% | +$2.73K | 0.01% | 380 |
|
|
2018
Q4 | $9K | Buy |
+223
| New | +$9K | 0.01% | 450 |
|