BerganKDV Wealth Management’s CBRE Group CBRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1M | Buy |
12,438
+138
| +1% | +$11.1K | 0.1% | 134 |
|
|
2023
Q1 | $896K | Buy |
12,300
+335
| +3% | +$24.4K | 0.09% | 134 |
|
|
2022
Q4 | $921K | Buy |
11,965
+1,569
| +15% | +$121K | 0.1% | 131 |
|
|
2022
Q3 | $702K | Buy |
10,396
+174
| +2% | +$11.8K | 0.08% | 142 |
|
|
2022
Q2 | $752K | Buy |
10,222
+791
| +8% | +$58.2K | 0.09% | 138 |
|
|
2022
Q1 | $863K | Buy |
9,431
+665
| +8% | +$60.9K | 0.09% | 133 |
|
|
2021
Q4 | $951K | Buy |
8,766
+774
| +10% | +$84K | 0.1% | 132 |
|
|
2021
Q3 | $778K | Sell |
7,992
-100
| -1% | -$9.74K | 0.09% | 141 |
|
|
2021
Q2 | $694K | Buy |
8,092
+114
| +1% | +$9.78K | 0.08% | 152 |
|
|
2021
Q1 | $631K | Buy |
7,978
+59
| +0.7% | +$4.67K | 0.08% | 155 |
|
|
2020
Q4 | $497K | Sell |
7,919
-107
| -1% | -$6.72K | 0.07% | 161 |
|
|
2020
Q3 | $377K | Sell |
8,026
-439
| -5% | -$20.6K | 0.06% | 176 |
|
|
2020
Q2 | $383K | Sell |
8,465
-344
| -4% | -$15.6K | 0.07% | 172 |
|
|
2020
Q1 | $332K | Buy |
8,809
+608
| +7% | +$22.9K | 0.07% | 169 |
|
|
2019
Q4 | $503K | Sell |
8,201
-134
| -2% | -$8.22K | 0.09% | 146 |
|
|
2019
Q3 | $442K | Buy |
+8,335
| New | +$442K | 0.09% | 142 |
|