Omnia Family Wealth’s CBRE Group CBRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,456
| Closed | -$334K | – | 77 |
|
|
2019
Q4 | $334K | Buy |
5,456
+613
| +13% | +$37.5K | 0.15% | 68 |
|
|
2019
Q3 | $257K | Sell |
4,843
-926
| -16% | -$49.1K | 0.19% | 71 |
|
|
2019
Q2 | $296K | Buy |
5,769
+1,920
| +50% | +$98.5K | 0.15% | 72 |
|
|
2019
Q1 | $190K | Buy |
3,849
+447
| +13% | +$22.1K | 0.09% | 95 |
|
|
2018
Q4 | $136K | Buy |
3,402
+555
| +19% | +$22.2K | 0.07% | 103 |
|
|
2018
Q3 | $126K | Sell |
2,847
-143
| -5% | -$6.33K | 0.06% | 109 |
|
|
2018
Q2 | $143K | Buy |
2,990
+1,674
| +127% | +$80.1K | 0.07% | 100 |
|
|
2018
Q1 | $62K | Buy |
1,316
+949
| +259% | +$44.7K | 0.03% | 137 |
|
|
2017
Q4 | $16K | Buy |
367
+318
| +649% | +$13.9K | 0.01% | 247 |
|
|
2017
Q3 | $2K | Buy |
+49
| New | +$2K | ﹤0.01% | 440 |
|