Asset Dedication LLC’s CBRE Group CBRE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $981 | Hold |
7
| – | – | ﹤0.01% | 1088 |
|
2025
Q1 | $916 | Sell |
7
-315
| -98% | -$41.2K | ﹤0.01% | 1025 |
|
2024
Q4 | $42.3K | Hold |
322
| – | – | ﹤0.01% | 507 |
|
2024
Q3 | $40.1K | Buy |
+322
| New | +$40.1K | ﹤0.01% | 544 |
|
2022
Q4 | – | Sell |
-17
| Closed | -$1K | – | 1011 |
|
2022
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 865 |
|
2022
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 485 |
|
2022
Q1 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 851 |
|
2018
Q3 | – | Sell |
-1
| Closed | – | – | 647 |
|
2018
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 633 |
|