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