Lenox 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $18K | Hold |
207
| – | – | ﹤0.01% | 393 |
|
|
2021
Q4 | $22K | Hold |
207
| – | – | ﹤0.01% | 376 |
|
|
2021
Q3 | $20K | Hold |
207
| – | – | ﹤0.01% | 353 |
|
|
2021
Q2 | $18K | Buy |
+207
| New | +$18K | ﹤0.01% | 379 |
|
|
2018
Q3 | – | Sell |
-291
| Closed | -$14K | – | 426 |
|
|
2018
Q2 | $14K | Sell |
291
-91
| -24% | -$4.38K | ﹤0.01% | 295 |
|
|
2018
Q1 | $18K | Buy |
382
+291
| +320% | +$13.7K | ﹤0.01% | 280 |
|
|
2017
Q4 | $4K | Buy |
+91
| New | +$4K | ﹤0.01% | 235 |
|
|
2013
Q3 | – | Sell |
-210
| Closed | -$5K | – | 258 |
|
|
2013
Q2 | $5K | Buy |
+210
| New | +$5K | 0.01% | 180 |
|