Evoke 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
Q2 | $546K | Sell |
3,894
-1,152
| -23% | -$161K | 0.01% | 322 |
|
2025
Q1 | $660K | Buy |
5,046
+642
| +15% | +$84K | 0.02% | 235 |
|
2024
Q4 | $578K | Buy |
4,404
+118
| +3% | +$15.5K | 0.02% | 241 |
|
2024
Q3 | $534K | Buy |
+4,286
| New | +$534K | 0.01% | 242 |
|
2024
Q2 | – | Sell |
-4,207
| Closed | -$409K | – | 142 |
|
2024
Q1 | $409K | Buy |
+4,207
| New | +$409K | 0.01% | 284 |
|
2023
Q2 | – | Sell |
-3,893
| Closed | -$283K | – | 368 |
|
2023
Q1 | $283K | Buy |
+3,893
| New | +$283K | 0.01% | 277 |
|
2022
Q4 | – | Sell |
-255
| Closed | -$17K | – | 486 |
|
2022
Q3 | $17K | Buy |
255
+48
| +23% | +$3.2K | ﹤0.01% | 662 |
|
2022
Q2 | $15K | Buy |
207
+59
| +40% | +$4.28K | ﹤0.01% | 697 |
|
2022
Q1 | $14K | Buy |
148
+20
| +16% | +$1.89K | ﹤0.01% | 712 |
|
2021
Q4 | $14K | Hold |
128
| – | – | ﹤0.01% | 731 |
|
2021
Q3 | $12K | Hold |
128
| – | – | ﹤0.01% | 709 |
|
2021
Q2 | $11K | Sell |
128
-4
| -3% | -$344 | ﹤0.01% | 733 |
|
2021
Q1 | $10K | Hold |
132
| – | – | ﹤0.01% | 686 |
|
2020
Q4 | $8K | Hold |
132
| – | – | ﹤0.01% | 619 |
|
2020
Q3 | $6K | Sell |
132
-42
| -24% | -$1.91K | ﹤0.01% | 621 |
|
2020
Q2 | $8K | Sell |
174
-4
| -2% | -$184 | ﹤0.01% | 575 |
|
2020
Q1 | $6.71K | Sell |
178
-45
| -20% | -$1.7K | ﹤0.01% | 564 |
|
2019
Q4 | $13.7K | Hold |
223
| – | – | ﹤0.01% | 673 |
|
2019
Q3 | $11.8K | Buy |
+223
| New | +$11.8K | ﹤0.01% | 783 |
|