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

Mount Yale Investment Advisors’s Portfolio CBRE Stock Details CBRE Fund Activity

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Bought

Maintained

Sold

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