CM Wealth Advisors’s CBRE Group CBRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,327
| Closed | -$374K | – | 91 |
|
|
2024
Q1 | $374K | Buy |
+4,327
| New | +$374K | 0.11% | 108 |
|
|
2023
Q3 | – | Sell |
-4,128
| Closed | -$340K | – | 93 |
|
|
2023
Q2 | $340K | Sell |
4,128
-36,367
| -90% | -$3M | 0.11% | 94 |
|
|
2023
Q1 | $2.83M | Buy |
+40,495
| New | +$2.83M | 0.55% | 24 |
|