J.P. Morgan Private Wealth Advisors’s CBRE Group CBRE Stock Holding History

J.P. Morgan Private Wealth Advisors’s Portfolio CBRE Stock Details CBRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$2.04M	Buy	+27,620	New	+$2.04M	0.01%	726
2023 Q2	–	Sell	-39,108	Closed	-$2.85M	–	1545
2023 Q1	$2.85M	Sell	39,108 -7,014	-15%	-$511K	0.01%	753
2022 Q4	$3.55M	Sell	46,122 -7,520	-14%	-$579K	0.01%	671
2022 Q3	$3.62M	Sell	53,642 -28,808	-35%	-$1.94M	0.01%	646
2022 Q2	$6.07M	Buy	82,450 +44,660	+118%	+$3.29M	0.02%	519
2022 Q1	$3.46M	Buy	37,790 +11,435	+43%	+$1.05M	0.01%	714
2021 Q4	$2.86M	Buy	26,355 +398	+2%	+$43.2K	0.01%	787
2021 Q3	$2.53M	Buy	25,957 +2,531	+11%	+$246K	0.01%	808
2021 Q2	$2.01M	Buy	23,426 +2,581	+12%	+$221K	0.01%	880
2021 Q1	$1.65M	Sell	20,845 -3,245	-13%	-$257K	0.01%	832
2020 Q4	$1.51M	Sell	24,090 -18,006	-43%	-$1.13M	﹤0.01%	849
2020 Q3	$1.98M	Sell	42,096 -325	-0.8%	-$15.3K	0.01%	651
2020 Q2	$1.92M	Sell	42,421 -883	-2%	-$39.9K	0.01%	600
2020 Q1	$1.63M	Buy	43,304 +462	+1%	+$17.4K	0.01%	586
2019 Q4	$2.63M	Buy	42,842 +1,904	+5%	+$117K	0.01%	562
2019 Q3	$2.17M	Buy	40,938 +2,914	+8%	+$154K	0.01%	573
2019 Q2	$1.95M	Buy	38,024 +3,865	+11%	+$198K	0.01%	597
2019 Q1	$1.69M	Sell	34,159 -1,253	-4%	-$62K	0.01%	657
2018 Q4	$1.42M	Buy	35,412 +3,620	+11%	+$145K	0.01%	648
2018 Q3	$1.4M	Sell	31,792 -104	-0.3%	-$4.59K	0.01%	715
2018 Q2	$1.52M	Sell	31,896 -2,686	-8%	-$128K	0.01%	658
2018 Q1	$1.63M	Sell	34,582 -595	-2%	-$28.1K	0.01%	524
2017 Q4	$1.52M	Sell	35,177 -1,394	-4%	-$60.4K	0.01%	548
2017 Q3	$1.39M	Sell	36,571 -2,264	-6%	-$85.7K	0.01%	548
2017 Q2	$1.41M	Sell	38,835 -45,169	-54%	-$1.64M	0.01%	535
2017 Q1	$2.92M	Buy	84,004 +5,325	+7%	+$185K	0.02%	404
2016 Q4	$2.48M	Buy	78,679 +488	+0.6%	+$15.4K	0.02%	402
2016 Q3	$2.19M	Buy	78,191 +9,032	+13%	+$253K	0.02%	414
2016 Q2	$1.83M	Buy	69,159 +8,945	+15%	+$237K	0.02%	458
2016 Q1	$1.74M	Buy	+60,214	New	+$1.74M	0.02%	432