GoalVest Advisory’s CBRE Group CBRE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-19	Closed	-$2.49K	–	383
2025 Q1	$2.49K	Buy	19 +3	+19%	+$392	﹤0.01%	308
2024 Q4	$2.1K	Buy	+16	New	+$2.1K	﹤0.01%	340