LWM
CBRE icon

Lyell Wealth Management’s CBRE Group CBRE Stock Holding History

Lyell Wealth Management’s Portfolio CBRE Stock Details CBRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-6,655
Closed -$232K – 101
2017
Q1 		$232K Sell
6,655
-1,225
-16% -$42.7K 0.13% 94
2016
Q4 		$248K Buy
+7,880
New +$248K 0.15% 87