Jackson Grant Investment Advisers’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 | $6.17K | Hold |
44
| – | – | ﹤0.01% | 296 |
|
|
2025
Q1 | $5.75K | Hold |
44
| – | – | ﹤0.01% | 296 |
|
|
2024
Q4 | $5.78K | Hold |
44
| – | – | ﹤0.01% | 304 |
|
|
2024
Q3 | $5.48K | Hold |
44
| – | – | ﹤0.01% | 309 |
|
|
2024
Q2 | $3.92K | Hold |
44
| – | – | ﹤0.01% | 334 |
|
|
2024
Q1 | $4.28K | Hold |
44
| – | – | ﹤0.01% | 312 |
|
|
2023
Q4 | $4.1K | Sell |
44
-89
| -67% | -$8.29K | ﹤0.01% | 305 |
|
|
2023
Q3 | $9.82K | Hold |
133
| – | – | ﹤0.01% | 256 |
|
|
2023
Q2 | $10.7K | Sell |
133
-375
| -74% | -$30.3K | 0.01% | 256 |
|
|
2023
Q1 | $37K | Buy |
508
+14
| +3% | +$1.02K | 0.02% | 203 |
|
|
2022
Q4 | $38K | Hold |
494
| – | – | 0.02% | 201 |
|
|
2022
Q3 | $33K | Hold |
494
| – | – | 0.02% | 219 |
|
|
2022
Q2 | $36K | Hold |
494
| – | – | 0.02% | 218 |
|
|
2022
Q1 | $45K | Hold |
494
| – | – | 0.02% | 216 |
|
|
2021
Q4 | $54K | Hold |
494
| – | – | 0.03% | 163 |
|
|
2021
Q3 | $48K | Hold |
494
| – | – | 0.02% | 208 |
|
|
2021
Q2 | $42K | Buy |
494
+24
| +5% | +$2.04K | 0.02% | 221 |
|
|
2021
Q1 | $37K | Buy |
470
+109
| +30% | +$8.58K | 0.02% | 225 |
|
|
2020
Q4 | $23K | Buy |
+361
| New | +$23K | 0.01% | 245 |
|