Cary Street Partners Investment Advisory’s CBRE Group CBRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-497
| Closed | -$36.7K | – | 795 |
|
|
2023
Q3 | $36.7K | Buy |
497
+326
| +191% | +$24.1K | ﹤0.01% | 949 |
|
|
2023
Q2 | $13.8K | Buy |
171
+81
| +90% | +$6.54K | ﹤0.01% | 1156 |
|
|
2023
Q1 | $6.55K | Hold |
90
| – | – | ﹤0.01% | 1256 |
|
|
2022
Q4 | $6.93K | Buy |
+90
| New | +$6.93K | ﹤0.01% | 1233 |
|
|
2021
Q3 | – | Sell |
-433
| Closed | -$37K | – | 259 |
|
|
2021
Q2 | $37K | Hold |
433
| – | – | 0.01% | 296 |
|
|
2021
Q1 | $34K | Buy |
+433
| New | +$34K | 0.01% | 278 |
|
|
2020
Q4 | – | Sell |
-2,584
| Closed | -$121K | – | 430 |
|
|
2020
Q3 | $121K | Buy |
+2,584
| New | +$121K | 0.03% | 343 |
|