One Wealth Advisors’s CBRE Group CBRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,069
| Closed | -$225K | – | 205 |
|
|
2021
Q4 | $225K | Sell |
2,069
-197
| -9% | -$21.4K | 0.06% | 177 |
|
|
2021
Q3 | $221K | Sell |
2,266
-1,517
| -40% | -$148K | 0.06% | 189 |
|
|
2021
Q2 | $324K | Buy |
3,783
+237
| +7% | +$20.3K | 0.1% | 113 |
|
|
2021
Q1 | $281K | Buy |
3,546
+180
| +5% | +$14.3K | 0.11% | 112 |
|
|
2020
Q4 | $211K | Buy |
+3,366
| New | +$211K | 0.11% | 119 |
|
|
2018
Q4 | – | Sell |
-2,028
| Closed | -$89K | – | 162 |
|
|
2018
Q3 | $89K | Sell |
2,028
-52
| -3% | -$2.28K | 0.07% | 203 |
|
|
2018
Q2 | $99K | Buy |
2,080
+20
| +1% | +$952 | 0.08% | 192 |
|
|
2018
Q1 | $97K | Sell |
2,060
-152
| -7% | -$7.16K | 0.09% | 177 |
|
|
2017
Q4 | $96K | Buy |
+2,212
| New | +$96K | 0.08% | 204 |
|