CreativeOne Wealth’s CBRE Group CBRE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,359	Closed	-$572K	–	1071
2024 Q4	$572K	Buy	+4,359	New	+$572K	0.02%	651
2022 Q1	–	Sell	-1,913	Closed	-$208K	–	745
2021 Q4	$208K	Buy	+1,913	New	+$208K	0.01%	710