Independent Advisor Alliance’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 | $338K | Buy |
2,409
+252
| +12% | +$35.3K | 0.01% | 693 |
|
|
2025
Q1 | $282K | Sell |
2,157
-60
| -3% | -$7.85K | 0.01% | 669 |
|
|
2024
Q4 | $291K | Buy |
2,217
+574
| +35% | +$75.4K | ﹤0.01% | 1153 |
|
|
2024
Q3 | $205K | Buy |
+1,643
| New | +$205K | 0.01% | 657 |
|
|
2024
Q1 | – | Sell |
-3,828
| Closed | -$356K | – | 706 |
|
|
2023
Q4 | $356K | Sell |
3,828
-899
| -19% | -$83.7K | 0.01% | 507 |
|
|
2023
Q3 | $349K | Sell |
4,727
-175
| -4% | -$12.9K | 0.02% | 483 |
|
|
2023
Q2 | $396K | Buy |
4,902
+24
| +0.5% | +$1.94K | 0.02% | 474 |
|
|
2023
Q1 | $355K | Buy |
+4,878
| New | +$355K | 0.02% | 483 |
|
|
2022
Q4 | – | Sell |
-28,995
| Closed | -$1.96M | – | 452 |
|
|
2022
Q3 | $1.96M | Buy |
28,995
+1,815
| +7% | +$123K | 0.11% | 170 |
|
|
2022
Q2 | $2M | Buy |
27,180
+320
| +1% | +$23.6K | 0.11% | 166 |
|
|
2022
Q1 | $2.46M | Buy |
26,860
+1,209
| +5% | +$111K | 0.12% | 153 |
|
|
2021
Q4 | $2.78M | Buy |
25,651
+829
| +3% | +$89.9K | 0.14% | 125 |
|
|
2021
Q3 | $2.42M | Buy |
24,822
+482
| +2% | +$46.9K | 0.13% | 138 |
|
|
2021
Q2 | $2.09M | Buy |
24,340
+422
| +2% | +$36.2K | 0.11% | 166 |
|
|
2021
Q1 | $1.89M | Buy |
23,918
+1,208
| +5% | +$95.6K | 0.11% | 159 |
|
|
2020
Q4 | $1.42M | Buy |
22,710
+1,414
| +7% | +$88.7K | 0.1% | 162 |
|
|
2020
Q3 | $1M | Buy |
21,296
+15,836
| +290% | +$744K | 0.08% | 181 |
|
|
2020
Q2 | $247K | Buy |
+5,460
| New | +$247K | 0.03% | 391 |
|