BerganKDV Wealth Management’s CBRE Group CBRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1M | Buy |
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|
2023
Q1 | $896K | Buy |
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|
2022
Q4 | $921K | Buy |
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|
2022
Q3 | $702K | Buy |
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|
2022
Q2 | $752K | Buy |
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|
2022
Q1 | $863K | Buy |
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|
2021
Q4 | $951K | Buy |
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|
2021
Q3 | $778K | Sell |
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|
2021
Q2 | $694K | Buy |
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|
2021
Q1 | $631K | Buy |
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|
2020
Q4 | $497K | Sell |
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|
2020
Q3 | $377K | Sell |
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|
2020
Q2 | $383K | Sell |
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|
2020
Q1 | $332K | Buy |
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|
2019
Q4 | $503K | Sell |
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|
2019
Q3 | $442K | Buy |
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