Barlow Wealth Partners’s CBRE Group CBRE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-72,195	Closed	-$7.1M	–	149
2024 Q2	$7.1M	Buy	72,195 +866	+1%	+$85.1K	0.98%	39
2024 Q1	$6.38M	Sell	71,329 -78,541	-52%	-$7.02M	0.87%	44
2023 Q4	$14M	Buy	+149,870	New	+$14M	1.98%	21