Financial Architects (New Jersey)’s CBRE Group CBRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,812
| Closed | -$82K | – | 345 |
|
|
2020
Q2 | $82K | Sell |
1,812
-171
| -9% | -$7.74K | 0.02% | 350 |
|
|
2020
Q1 | $75K | Hold |
1,983
| – | – | 0.02% | 335 |
|
|
2019
Q4 | $122K | Hold |
1,983
| – | – | 0.03% | 304 |
|
|
2019
Q3 | $105K | Hold |
1,983
| – | – | 0.02% | 320 |
|
|
2019
Q2 | $102K | Sell |
1,983
-909
| -31% | -$46.8K | 0.02% | 333 |
|
|
2019
Q1 | $143K | Buy |
2,892
+1,913
| +195% | +$94.6K | 0.02% | 354 |
|
|
2018
Q4 | $39K | Buy |
979
+89
| +10% | +$3.55K | 0.01% | 549 |
|
|
2018
Q3 | $40K | Sell |
890
-14
| -2% | -$629 | 0.01% | 597 |
|
|
2018
Q2 | $43K | Buy |
904
+83
| +10% | +$3.95K | 0.01% | 606 |
|
|
2018
Q1 | $39K | Sell |
821
-206
| -20% | -$9.79K | 0.01% | 597 |
|
|
2017
Q4 | $44K | Sell |
1,027
-4
| -0.4% | -$171 | 0.01% | 632 |
|
|
2017
Q3 | $39K | Sell |
1,031
-11
| -1% | -$416 | 0.01% | 677 |
|
|
2017
Q2 | $37K | Buy |
1,042
+196
| +23% | +$6.96K | 0.01% | 682 |
|
|
2017
Q1 | $29K | Buy |
846
+38
| +5% | +$1.3K | 0.01% | 747 |
|
|
2016
Q4 | $26K | Buy |
808
+320
| +66% | +$10.3K | 0.01% | 756 |
|
|
2016
Q3 | $14K | Sell |
488
-358
| -42% | -$10.3K | ﹤0.01% | 909 |
|
|
2016
Q2 | $22K | Buy |
846
+315
| +59% | +$8.19K | 0.01% | 746 |
|
|
2016
Q1 | $15K | Buy |
+531
| New | +$15K | 0.01% | 627 |
|
|
2015
Q3 | – | Sell |
-366
| Closed | -$14K | – | 308 |
|
|
2015
Q2 | $14K | Hold |
366
| – | – | 0.01% | 688 |
|
|
2015
Q1 | $14K | Buy |
366
+195
| +114% | +$7.46K | 0.01% | 640 |
|
|
2014
Q4 | $6K | Buy |
+171
| New | +$6K | ﹤0.01% | 771 |
|