KWM
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Kolinsky Wealth Management’s CBRE Group CBRE Stock Holding History

Kolinsky Wealth Management’s Portfolio CBRE Stock Details CBRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,809
Closed -$273K – 156
2024
Q1 		$273K Sell
2,809
-31
-1% -$2.78K 0.21% 109
2023
Q4 		$264K Buy
+2,840
New +$221K 0.23% 108
2023
Q2 		– Sell
-2,992
Closed -$218K – 139
2023
Q1 		$218K Sell
2,992
-10
-0.3% -$817 0.23% 114
2022
Q4 		$231K Buy
+3,002
New +$222K 0.26% 107

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