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