Financial Gravity Asset Management’s CBRE Group CBRE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-31
| Closed | -$3.02K | – | 1609 |
|
2024
Q1 | $3.02K | Buy |
31
+25
| +417% | +$2.44K | ﹤0.01% | 986 |
|
2023
Q4 | $528 | Buy |
6
+3
| +100% | +$264 | ﹤0.01% | 1152 |
|
2023
Q3 | $223 | Sell |
3
-78
| -96% | -$5.8K | ﹤0.01% | 935 |
|
2023
Q2 | $693 | Buy |
+81
| New | +$693 | ﹤0.01% | 921 |
|
2023
Q1 | – | Sell |
-77
| Closed | -$19.2K | – | 1210 |
|
2022
Q4 | $19.2K | Sell |
77
-535
| -87% | -$134K | 0.1% | 111 |
|
2022
Q3 | $328 | Sell |
612
-54
| -8% | -$29 | 0.01% | 458 |
|
2022
Q2 | $356 | Sell |
666
-70
| -10% | -$37 | 0.01% | 436 |
|
2022
Q1 | $440 | Sell |
736
-681
| -48% | -$407 | 0.01% | 422 |
|
2021
Q4 | $449 | Buy |
1,417
+1,413
| +35,325% | +$448 | 0.01% | 495 |
|
2021
Q3 | $97K | Sell |
4
-1
| -20% | -$24.3K | 0.05% | 361 |
|
2021
Q2 | $86K | Sell |
5
-5
| -50% | -$86K | 0.03% | 393 |
|
2021
Q1 | $827 | Sell |
10
-3
| -23% | -$248 | 0.02% | 338 |
|
2020
Q4 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 379 |
|
2020
Q2 | – | Sell |
-23
| Closed | -$852 | – | 146 |
|
2020
Q1 | $852 | Sell |
23
-157
| -87% | -$5.82K | ﹤0.01% | 493 |
|
2019
Q4 | $67K | Buy |
180
+79
| +78% | +$29.4K | 0.05% | 496 |
|
2019
Q3 | $5K | Hold |
101
| – | – | ﹤0.01% | 690 |
|
2019
Q2 | $5K | Hold |
101
| – | – | ﹤0.01% | 682 |
|
2019
Q1 | $5K | Buy |
+101
| New | +$5K | ﹤0.01% | 669 |
|