Patriot Financial Group Insurance Agency’s CBRE Group CBRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-645
| Closed | -$47K | – | 629 |
|
|
2022
Q2 | $47K | Sell |
645
-222
| -26% | -$16.2K | 0.01% | 749 |
|
|
2022
Q1 | $79K | Sell |
867
-36
| -4% | -$3.28K | 0.01% | 649 |
|
|
2021
Q4 | $98K | Hold |
903
| – | – | 0.02% | 660 |
|
|
2021
Q3 | $88K | Buy |
903
+152
| +20% | +$14.8K | 0.02% | 693 |
|
|
2021
Q2 | $64K | Hold |
751
| – | – | 0.01% | 761 |
|
|
2021
Q1 | $59K | Sell |
751
-2
| -0.3% | -$157 | 0.01% | 718 |
|
|
2020
Q4 | $47K | Hold |
753
| – | – | 0.01% | 704 |
|
|
2020
Q3 | $35K | Hold |
753
| – | – | 0.01% | 624 |
|
|
2020
Q2 | $34K | Sell |
753
-56
| -7% | -$2.53K | 0.01% | 595 |
|
|
2020
Q1 | $31K | Buy |
809
+739
| +1,056% | +$28.3K | 0.01% | 553 |
|
|
2019
Q4 | $4K | Buy |
+70
| New | +$4K | ﹤0.01% | 1000 |
|