Lake Street Advisors Group’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 | $624K | Sell |
4,755
-4
| -0.1% | -$525 | 0.03% | 295 |
|
|
2024
Q3 | $592K | Sell |
4,759
-357
| -7% | -$44.4K | 0.03% | 296 |
|
|
2024
Q2 | $456K | Sell |
5,116
-65
| -1% | -$5.79K | 0.02% | 342 |
|
|
2024
Q1 | $504K | Buy |
5,181
+458
| +10% | +$44.5K | 0.02% | 343 |
|
|
2023
Q4 | $440K | Buy |
+4,723
| New | +$440K | 0.02% | 348 |
|
|
2021
Q3 | – | Sell |
-2,096
| Closed | -$200K | – | 260 |
|
|
2021
Q2 | $200K | Buy |
+2,096
| New | +$200K | 0.01% | 318 |
|