MinichMacGregor Wealth Management’s CBRE Group CBRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-565
| Closed | -$43.5K | – | 174 |
|
|
2022
Q4 | $43.5K | Buy |
+565
| New | +$43.5K | 0.02% | 200 |
|
|
2018
Q4 | – | Sell |
-635
| Closed | -$28K | – | 160 |
|
|
2018
Q3 | $28K | Hold |
635
| – | – | 0.02% | 175 |
|
|
2018
Q2 | $30K | Hold |
635
| – | – | 0.02% | 164 |
|
|
2018
Q1 | $29K | Hold |
635
| – | – | 0.02% | 158 |
|
|
2017
Q4 | $27K | Hold |
635
| – | – | 0.02% | 163 |
|
|
2017
Q3 | $24K | Hold |
635
| – | – | 0.02% | 174 |
|
|
2017
Q2 | $23K | Hold |
635
| – | – | 0.02% | 171 |
|
|
2017
Q1 | $22K | Hold |
635
| – | – | 0.02% | 169 |
|
|
2016
Q4 | $19K | Hold |
635
| – | – | 0.02% | 183 |
|
|
2016
Q3 | $17K | Hold |
635
| – | – | 0.02% | 197 |
|
|
2016
Q2 | $16K | Hold |
635
| – | – | 0.02% | 190 |
|
|
2016
Q1 | $18K | Hold |
635
| – | – | 0.02% | 184 |
|
|
2015
Q4 | $24K | Buy |
+635
| New | +$24K | 0.02% | 151 |
|