IMPACTfolio’s CBRE Group CBRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,012
| Closed | -$264K | – | 34 |
|
|
2024
Q4 | $264K | Sell |
2,012
-148
| -7% | -$19.4K | 0.14% | 30 |
|
|
2024
Q3 | $269K | Buy |
+2,160
| New | +$269K | 0.14% | 26 |
|
|
2024
Q2 | – | Sell |
-2,109
| Closed | -$205K | – | 41 |
|
|
2024
Q1 | $205K | Sell |
2,109
-856
| -29% | -$83.2K | 0.12% | 33 |
|
|
2023
Q4 | $276K | Buy |
2,965
+106
| +4% | +$9.87K | 0.18% | 24 |
|
|
2023
Q3 | $211K | Buy |
2,859
+64
| +2% | +$4.73K | 0.15% | 39 |
|
|
2023
Q2 | $226K | Buy |
+2,795
| New | +$226K | 0.18% | 36 |
|
|
2022
Q4 | – | Sell |
-3,651
| Closed | -$246K | – | 43 |
|
|
2022
Q3 | $246K | Sell |
3,651
-104
| -3% | -$7.01K | 0.24% | 34 |
|
|
2022
Q2 | $276K | Buy |
3,755
+21
| +0.6% | +$1.54K | 0.26% | 28 |
|
|
2022
Q1 | $342K | Buy |
3,734
+233
| +7% | +$21.3K | 0.25% | 30 |
|
|
2021
Q4 | $380K | Buy |
+3,501
| New | +$380K | 0.33% | 22 |
|