Cetera Trust Company’s Cushman & Wakefield CWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Buy |
21,260
+710
| +3% | +$7.86K | 0.14% | 153 |
|
|
2025
Q1 | $210K | Hold |
20,550
| – | – | 0.13% | 156 |
|
|
2024
Q4 | $269K | Sell |
20,550
-1,225
| -6% | -$16K | 0.17% | 112 |
|
|
2024
Q3 | $297K | Sell |
21,775
-350
| -2% | -$4.77K | 0.18% | 108 |
|
|
2024
Q2 | $230K | Hold |
22,125
| – | – | 0.14% | 139 |
|
|
2024
Q1 | $231K | Buy |
22,125
+6,525
| +42% | +$68.3K | 0.14% | 140 |
|
|
2023
Q4 | $168K | Buy |
+15,600
| New | +$168K | 0.11% | 162 |
|