Moneta Group Investment Advisors’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	$327K	Buy	2,337 +508	+28%	+$71.2K	﹤0.01%	538
2025 Q1	$239K	Buy	1,829 +110	+6%	+$14.4K	﹤0.01%	577
2024 Q4	$226K	Sell	1,719 -67	-4%	-$8.8K	﹤0.01%	602
2024 Q3	$222K	Buy	+1,786	New	+$222K	﹤0.01%	598