Pathway Financial Advisors’s CBRE Group CBRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,918
| Closed | -$251K | – | 140 |
|
|
2025
Q1 | $251K | Hold |
1,918
| – | – | 0.05% | 145 |
|
|
2024
Q4 | $252K | Hold |
1,918
| – | – | 0.06% | 139 |
|
|
2024
Q3 | $239K | Sell |
1,918
-500
| -21% | -$62.2K | 0.06% | 144 |
|
|
2024
Q2 | $215K | Hold |
2,418
| – | – | 0.06% | 149 |
|
|
2024
Q1 | $235K | Hold |
2,418
| – | – | 0.06% | 146 |
|
|
2023
Q4 | $225K | Buy |
+2,418
| New | +$225K | 0.07% | 141 |
|
|
2018
Q3 | – | Sell |
-1,918
| Closed | -$92K | – | 140 |
|
|
2018
Q2 | $92K | Hold |
1,918
| – | – | 0.05% | 165 |
|
|
2018
Q1 | $91K | Hold |
1,918
| – | – | 0.05% | 175 |
|
|
2017
Q4 | $83K | Buy |
+1,918
| New | +$83K | 0.05% | 180 |
|