Mount Yale Investment Advisors’s CBRE Group CBRE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$157K Buy
2019
Q1
Sell
2018
Q4
$534K Buy
2018
Q3
$476K Buy
2018
Q2
$454K Buy
2018
Q1
$360K Buy