Marcum Wealth’s CBRE Group CBRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $270K | Sell |
2,065
-12
| -0.6% | -$1.57K | 0.02% | 308 |
|
|
2024
Q4 | $273K | Buy |
2,077
+16
| +0.8% | +$2.1K | 0.02% | 300 |
|
|
2024
Q3 | $257K | Buy |
+2,061
| New | +$257K | 0.02% | 317 |
|
|
2024
Q2 | – | Sell |
-2,078
| Closed | -$202K | – | 390 |
|
|
2024
Q1 | $202K | Buy |
+2,078
| New | +$202K | 0.02% | 343 |
|
|
2022
Q1 | – | Sell |
-1,974
| Closed | -$214K | – | 379 |
|
|
2021
Q4 | $214K | Buy |
+1,974
| New | +$214K | 0.03% | 316 |
|