Integrated Wealth Concepts’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 | $257K | Sell |
1,837
-1,211
| -40% | -$170K | ﹤0.01% | 1631 |
|
|
2025
Q1 | $399K | Sell |
3,048
-295
| -9% | -$38.6K | ﹤0.01% | 1256 |
|
|
2024
Q4 | $439K | Buy |
3,343
+1,669
| +100% | +$219K | 0.01% | 1188 |
|
|
2024
Q3 | $208K | Buy |
+1,674
| New | +$208K | ﹤0.01% | 1542 |
|
|
2023
Q1 | – | Sell |
-6,908
| Closed | -$532K | – | 1353 |
|
|
2022
Q4 | $532K | Buy |
+6,908
| New | +$532K | 0.01% | 647 |
|
|
2022
Q3 | – | Sell |
-4,359
| Closed | -$321K | – | 956 |
|
|
2022
Q2 | $321K | Buy |
+4,359
| New | +$321K | 0.01% | 738 |
|