Madison Wealth Management’s CBRE Group CBRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $10.1M | Sell |
137,406
-352
| -0.3% | -$26K | 2.13% | 7 |
|
|
2023
Q2 | $11.1M | Sell |
137,758
-520
| -0.4% | -$42K | 2.25% | 7 |
|
|
2023
Q1 | $10.1M | Sell |
138,278
-2,212
| -2% | -$161K | 2.18% | 7 |
|
|
2022
Q4 | $10.8M | Buy |
140,490
+836
| +0.6% | +$64.3K | 2.47% | 8 |
|
|
2022
Q3 | $9.43M | Buy |
139,654
+2,365
| +2% | +$160K | 2.31% | 8 |
|
|
2022
Q2 | $10.1M | Sell |
137,289
-1,286
| -0.9% | -$94.7K | 2.45% | 8 |
|
|
2022
Q1 | $12.7M | Sell |
138,575
-635
| -0.5% | -$58.1K | 2.67% | 7 |
|
|
2021
Q4 | $15.1M | Sell |
139,210
-1,265
| -0.9% | -$137K | 3.03% | 6 |
|
|
2021
Q3 | $13.7M | Sell |
140,475
-1,185
| -0.8% | -$115K | 2.99% | 7 |
|
|
2021
Q2 | $12.1M | Buy |
141,660
+500
| +0.4% | +$42.9K | 2.68% | 9 |
|
|
2021
Q1 | $11.2M | Buy |
141,160
+1,141
| +0.8% | +$90.3K | 2.73% | 8 |
|
|
2020
Q4 | $8.78M | Buy |
140,019
+1,581
| +1% | +$99.2K | 2.32% | 9 |
|
|
2020
Q3 | $6.5M | Sell |
138,438
-531
| -0.4% | -$24.9K | 1.95% | 14 |
|
|
2020
Q2 | $6.28M | Sell |
138,969
-6,304
| -4% | -$285K | 2.07% | 13 |
|
|
2020
Q1 | $5.48M | Sell |
145,273
-4,284
| -3% | -$162K | 2.2% | 12 |
|
|
2019
Q4 | $9.17M | Buy |
+149,557
| New | +$9.17M | 2.63% | 10 |
|