Kingswood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,331
| Closed | -$913K | – | 806 |
|
|
2024
Q3 | $913K | Sell |
7,331
-225
| -3% | -$28K | 0.07% | 316 |
|
|
2024
Q2 | $673K | Buy |
7,556
+16
| +0.2% | +$1.43K | 0.06% | 312 |
|
|
2024
Q1 | $733K | Sell |
7,540
-32
| -0.4% | -$3.11K | 0.08% | 265 |
|
|
2023
Q4 | $705K | Sell |
7,572
-1,952
| -20% | -$182K | 0.08% | 270 |
|
|
2023
Q3 | $703K | Buy |
+9,524
| New | +$703K | 0.12% | 192 |
|