Bogart Wealth 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 | $42.2K | Buy |
301
+4
| +1% | +$560 | ﹤0.01% | 472 |
|
|
2025
Q1 | $38.8K | Sell |
297
-26
| -8% | -$3.4K | ﹤0.01% | 463 |
|
|
2024
Q4 | $42.4K | Buy |
323
+30
| +10% | +$3.94K | ﹤0.01% | 434 |
|
|
2024
Q3 | $36.5K | Hold |
293
| – | – | ﹤0.01% | 468 |
|
|
2024
Q2 | $26.1K | Hold |
293
| – | – | ﹤0.01% | 496 |
|
|
2024
Q1 | $28.5K | Hold |
293
| – | – | ﹤0.01% | 460 |
|
|
2023
Q4 | $27.3K | Hold |
293
| – | – | ﹤0.01% | 454 |
|
|
2023
Q3 | $21.6K | Hold |
293
| – | – | ﹤0.01% | 467 |
|
|
2023
Q2 | $23.6K | Hold |
293
| – | – | ﹤0.01% | 436 |
|
|
2023
Q1 | $21.3K | Sell |
293
-410
| -58% | -$29.9K | ﹤0.01% | 447 |
|
|
2022
Q4 | $54.1K | Hold |
703
| – | – | ﹤0.01% | 296 |
|
|
2022
Q3 | $47K | Hold |
703
| – | – | ﹤0.01% | 303 |
|
|
2022
Q2 | $52K | Hold |
703
| – | – | ﹤0.01% | 278 |
|
|
2022
Q1 | $64K | Hold |
703
| – | – | 0.01% | 249 |
|
|
2021
Q4 | $76K | Hold |
703
| – | – | 0.01% | 221 |
|
|
2021
Q3 | $68K | Hold |
703
| – | – | 0.01% | 224 |
|
|
2021
Q2 | $60K | Hold |
703
| – | – | 0.01% | 227 |
|
|
2021
Q1 | $56K | Buy |
703
+225
| +47% | +$17.9K | 0.01% | 223 |
|
|
2020
Q4 | $29K | Hold |
478
| – | – | 0.01% | 237 |
|
|
2020
Q3 | $22K | Hold |
478
| – | – | ﹤0.01% | 250 |
|
|
2020
Q2 | $22K | Hold |
478
| – | – | 0.01% | 230 |
|
|
2020
Q1 | $18K | Hold |
478
| – | – | ﹤0.01% | 222 |
|
|
2019
Q4 | $29K | Buy |
+478
| New | +$29K | 0.01% | 210 |
|