JFS Wealth Advisors’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 | $17.8K | Buy |
127
+4
| +3% | +$561 | ﹤0.01% | 682 |
|
|
2025
Q1 | $16.1K | Buy |
123
+6
| +5% | +$785 | ﹤0.01% | 728 |
|
|
2024
Q4 | $15.4K | Buy |
117
+2
| +2% | +$263 | ﹤0.01% | 717 |
|
|
2024
Q3 | $14.3K | Buy |
115
+4
| +4% | +$498 | ﹤0.01% | 732 |
|
|
2024
Q2 | $9.89K | Hold |
111
| – | – | ﹤0.01% | 800 |
|
|
2024
Q1 | $10.8K | Buy |
111
+2
| +2% | +$194 | ﹤0.01% | 790 |
|
|
2023
Q4 | $10.1K | Hold |
109
| – | – | ﹤0.01% | 768 |
|
|
2023
Q3 | $8.05K | Hold |
109
| – | – | ﹤0.01% | 802 |
|
|
2023
Q2 | $8.8K | Hold |
109
| – | – | ﹤0.01% | 768 |
|
|
2023
Q1 | $7.94K | Sell |
109
-9
| -8% | -$655 | ﹤0.01% | 801 |
|
|
2022
Q4 | $9.08K | Buy |
118
+4
| +4% | +$308 | ﹤0.01% | 750 |
|
|
2022
Q3 | $8K | Hold |
114
| – | – | ﹤0.01% | 794 |
|
|
2022
Q2 | $8K | Buy |
114
+51
| +81% | +$3.58K | ﹤0.01% | 815 |
|
|
2022
Q1 | $6K | Buy |
63
+25
| +66% | +$2.38K | ﹤0.01% | 957 |
|
|
2021
Q4 | $4K | Buy |
+38
| New | +$4K | ﹤0.01% | 836 |
|