EverSource Wealth Advisors’s CBRE Group CBRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Buy |
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|
2025
Q1 | $127K | Buy |
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|
2024
Q4 | $89.8K | Buy |
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|
2024
Q3 | $59.6K | Buy |
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|
2024
Q2 | $52.1K | Sell |
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|
2024
Q1 | $46.3K | Buy |
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|
2023
Q4 | $34.3K | Sell |
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|
2023
Q3 | $29.2K | Sell |
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|
2023
Q2 | $33.9K | Sell |
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|
2023
Q1 | $58.9K | Sell |
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|
2022
Q4 | $63.7K | Sell |
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|
2022
Q3 | $135K | Buy |
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|
2022
Q2 | $38K | Buy |
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|
2022
Q1 | $38K | Sell |
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|
2021
Q4 | $73K | Buy |
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