Parisi Gray Wealth Management’s CBRE Group CBRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,804
| Closed | -$155K | – | 198 |
|
|
2021
Q2 | $155K | Buy |
+1,804
| New | +$155K | 0.06% | 145 |
|
|
2019
Q2 | – | Sell |
-1,497
| Closed | -$74K | – | 167 |
|
|
2019
Q1 | $74K | Sell |
1,497
-50
| -3% | -$2.47K | 0.05% | 164 |
|
|
2018
Q4 | $62K | Sell |
1,547
-29
| -2% | -$1.16K | 0.04% | 177 |
|
|
2018
Q3 | $70K | Hold |
1,576
| – | – | 0.04% | 179 |
|
|
2018
Q2 | $77K | Hold |
1,576
| – | – | 0.05% | 173 |
|
|
2018
Q1 | $74K | Buy |
1,576
+84
| +6% | +$3.94K | 0.06% | 169 |
|
|
2017
Q4 | $65K | Buy |
+1,492
| New | +$65K | 0.05% | 180 |
|