GoalVest Advisory’s CBRE Group CBRE Stock Holding History

GoalVest Advisory’s Portfolio CBRE Stock Details CBRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$2.48K	Buy
2024 Q4	$2.1K	Buy