Frontier Wealth Management’s CBRE Group CBRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-4,572
| Closed | -$215K | – | 376 |
|
|
2020
Q3 | $215K | Hold |
4,572
| – | – | 0.02% | 331 |
|
|
2020
Q2 | $207K | Buy |
+4,572
| New | +$207K | 0.02% | 321 |
|
|
2020
Q1 | – | Sell |
-4,572
| Closed | -$280K | – | 299 |
|
|
2019
Q4 | $280K | Buy |
+4,572
| New | +$280K | 0.04% | 238 |
|
|
2018
Q4 | – | Sell |
-4,572
| Closed | -$202K | – | 374 |
|
|
2018
Q3 | $202K | Hold |
4,572
| – | – | 0.02% | 360 |
|
|
2018
Q2 | $218K | Hold |
4,572
| – | – | 0.03% | 343 |
|
|
2018
Q1 | $216K | Sell |
4,572
-10,000
| -69% | -$472K | 0.03% | 352 |
|
|
2017
Q4 | $631K | Hold |
14,572
| – | – | 0.1% | 179 |
|
|
2017
Q3 | $552K | Sell |
14,572
-7,032
| -33% | -$266K | 0.08% | 216 |
|
|
2017
Q2 | $786K | Hold |
21,604
| – | – | 0.12% | 171 |
|
|
2017
Q1 | $752K | Sell |
21,604
-20,000
| -48% | -$696K | 0.12% | 178 |
|
|
2016
Q4 | $1.31M | Buy |
+41,604
| New | +$1.31M | 0.21% | 121 |
|