Empirical Wealth Management’s CBRE Group CBRE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-3,471
| Closed | -$318K | – | 472 |
|
2022
Q1 | $318K | Sell |
3,471
-276
| -7% | -$25.3K | 0.02% | 396 |
|
2021
Q4 | $407K | Sell |
3,747
-724
| -16% | -$78.6K | 0.02% | 378 |
|
2021
Q3 | $435K | Sell |
4,471
-819
| -15% | -$79.7K | 0.02% | 327 |
|
2021
Q2 | $454K | Sell |
5,290
-50
| -0.9% | -$4.29K | 0.03% | 313 |
|
2021
Q1 | $422K | Sell |
5,340
-309
| -5% | -$24.4K | 0.03% | 275 |
|
2020
Q4 | $354K | Buy |
5,649
+1,199
| +27% | +$75.1K | 0.03% | 286 |
|
2020
Q3 | $209K | Buy |
+4,450
| New | +$209K | 0.02% | 324 |
|
2018
Q4 | – | Sell |
-10,307
| Closed | -$455K | – | 201 |
|
2018
Q3 | $455K | Buy |
+10,307
| New | +$455K | 0.08% | 124 |
|