Mission 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $308K | Sell |
2,199
-1
| -0% | -$140 | 0.01% | 549 |
|
|
2025
Q1 | $288K | Sell |
2,200
-12
| -0.5% | -$1.57K | 0.01% | 535 |
|
|
2024
Q4 | $290K | Sell |
2,212
-37
| -2% | -$4.86K | 0.01% | 528 |
|
|
2024
Q3 | $280K | Buy |
2,249
+3
| +0.1% | +$373 | 0.01% | 534 |
|
|
2024
Q2 | $200K | Buy |
2,246
+81
| +4% | +$7.22K | 0.01% | 592 |
|
|
2024
Q1 | $211K | Buy |
2,165
+4
| +0.2% | +$389 | 0.01% | 599 |
|
|
2023
Q4 | $201K | Buy |
+2,161
| New | +$201K | 0.01% | 535 |
|
|
2023
Q1 | – | Sell |
-2,837
| Closed | -$218K | – | 513 |
|
|
2022
Q4 | $218K | Buy |
+2,837
| New | +$218K | 0.01% | 456 |
|
|
2022
Q1 | – | Sell |
-2,018
| Closed | -$219K | – | 503 |
|
|
2021
Q4 | $219K | Sell |
2,018
-718
| -26% | -$77.9K | 0.01% | 475 |
|
|
2021
Q3 | $266K | Buy |
2,736
+94
| +4% | +$9.14K | 0.01% | 417 |
|
|
2021
Q2 | $226K | Buy |
2,642
+7
| +0.3% | +$599 | 0.01% | 441 |
|
|
2021
Q1 | $208K | Buy |
+2,635
| New | +$208K | 0.01% | 425 |
|