Financial Architects (New Jersey)’s CBRE Group CBRE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-1,812	Closed	-$82K	–	346
2020 Q2	$82K	Sell	1,812 -171	-9%	-$7.37K	0.02%	351
2020 Q1	$75K	Hold	1,983	–	–	0.02%	336
2019 Q4	$122K	Hold	1,983	–	–	0.03%	304
2019 Q3	$105K	Hold	1,983	–	–	0.02%	323
2019 Q2	$102K	Sell	1,983 -909	-31%	-$45.2K	0.02%	370
2019 Q1	$143K	Buy	2,892 +1,913	+195%	+$89.8K	0.02%	379
2018 Q4	$39K	Buy	979 +89	+10%	+$3.68K	0.01%	607
2018 Q3	$40K	Sell	890 -14	-2%	-$668	0.01%	698
2018 Q2	$43K	Buy	904 +83	+10%	+$3.92K	0.01%	606
2018 Q1	$39K	Sell	821 -206	-20%	-$9.38K	0.01%	678
2017 Q4	$44K	Sell	1,027 -4	-0.4%	-$166	0.01%	720
2017 Q3	$39K	Sell	1,031 -11	-1%	-$405	0.01%	755
2017 Q2	$37K	Buy	1,042 +196	+23%	+$6.82K	0.01%	774
2017 Q1	$29K	Buy	846 +38	+5%	+$1.27K	0.01%	833
2016 Q4	$26K	Buy	808 +320	+66%	+$9.26K	0.01%	765
2016 Q3	$14K	Sell	488 -358	-42%	-$10.2K	﹤0.01%	922
2016 Q2	$22K	Buy	846 +315	+59%	+$9.21K	0.01%	753
2016 Q1	$15K	Buy	+531	New	+$14.6K	0.01%	641
2015 Q3	–	Sell	-366	Closed	-$14K	–	316
2015 Q2	$14K	Hold	366	–	–	0.01%	709
2015 Q1	$14K	Buy	366 +195	+114%	+$6.72K	0.01%	646
2014 Q4	$6K	Buy	+171	New	+$5.47K	﹤0.01%	785