EverSource Wealth Advisors’s CBRE Group CBRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Buy |
1,695
+725
| +75% | +$102K | 0.01% | 788 |
|
|
2025
Q1 | $127K | Buy |
970
+286
| +42% | +$37.4K | 0.01% | 821 |
|
|
2024
Q4 | $89.8K | Buy |
684
+205
| +43% | +$26.9K | 0.01% | 942 |
|
|
2024
Q3 | $59.6K | Buy |
479
+17
| +4% | +$2.12K | ﹤0.01% | 993 |
|
|
2024
Q2 | $52.1K | Sell |
462
-71
| -13% | -$8K | ﹤0.01% | 1068 |
|
|
2024
Q1 | $46.3K | Buy |
533
+165
| +45% | +$14.3K | ﹤0.01% | 1016 |
|
|
2023
Q4 | $34.3K | Sell |
368
-28
| -7% | -$2.61K | ﹤0.01% | 1042 |
|
|
2023
Q3 | $29.2K | Sell |
396
-24
| -6% | -$1.77K | ﹤0.01% | 992 |
|
|
2023
Q2 | $33.9K | Sell |
420
-389
| -48% | -$31.4K | ﹤0.01% | 978 |
|
|
2023
Q1 | $58.9K | Sell |
809
-19
| -2% | -$1.38K | 0.01% | 732 |
|
|
2022
Q4 | $63.7K | Sell |
828
-1,176
| -59% | -$90.5K | 0.01% | 651 |
|
|
2022
Q3 | $135K | Buy |
2,004
+1,489
| +289% | +$100K | 0.03% | 360 |
|
|
2022
Q2 | $38K | Buy |
515
+105
| +26% | +$7.75K | 0.01% | 680 |
|
|
2022
Q1 | $38K | Sell |
410
-260
| -39% | -$24.1K | 0.01% | 511 |
|
|
2021
Q4 | $73K | Buy |
+670
| New | +$73K | 0.02% | 354 |
|