Mount Yale 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 | $157K | Buy |
+1,118
| New | +$157K | 0.01% | 583 |
|
|
2019
Q1 | – | Sell |
-11,410
| Closed | -$534K | – | 302 |
|
|
2018
Q4 | $534K | Buy |
11,410
+479
| +4% | +$22.4K | 0.11% | 162 |
|
|
2018
Q3 | $476K | Buy |
10,931
+1,417
| +15% | +$61.7K | 0.08% | 183 |
|
|
2018
Q2 | $454K | Buy |
9,514
+1,880
| +25% | +$89.7K | 0.09% | 188 |
|
|
2018
Q1 | $360K | Buy |
+7,634
| New | +$360K | 0.08% | 226 |
|