Plante Moran 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-903
| Closed | -$112K | – | 921 |
|
|
2024
Q3 | $112K | Buy |
+903
| New | +$112K | 0.01% | 264 |
|
|
2023
Q1 | – | Sell |
-114
| Closed | -$8.77K | – | 815 |
|
|
2022
Q4 | $8.77K | Buy |
114
+3
| +3% | +$231 | ﹤0.01% | 598 |
|
|
2022
Q3 | $7K | Buy |
+111
| New | +$7K | ﹤0.01% | 635 |
|
|
2022
Q2 | – | Sell |
-26
| Closed | -$2K | – | 981 |
|
|
2022
Q1 | $2K | Sell |
26
-427
| -94% | -$32.8K | ﹤0.01% | 734 |
|
|
2021
Q4 | $49K | Buy |
453
+427
| +1,642% | +$46.2K | 0.01% | 368 |
|
|
2021
Q3 | $3K | Hold |
26
| – | – | ﹤0.01% | 825 |
|
|
2021
Q2 | $2K | Hold |
26
| – | – | ﹤0.01% | 872 |
|
|
2021
Q1 | $2K | Sell |
26
-495
| -95% | -$38.1K | ﹤0.01% | 900 |
|
|
2020
Q4 | $33K | Buy |
521
+26
| +5% | +$1.65K | 0.01% | 426 |
|
|
2020
Q3 | $23K | Hold |
495
| – | – | 0.01% | 465 |
|
|
2020
Q2 | $22K | Buy |
+495
| New | +$22K | 0.01% | 408 |
|
|
2019
Q4 | – | Sell |
-50
| Closed | -$3K | – | 762 |
|
|
2019
Q3 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 731 |
|
|
2019
Q1 | – | Sell |
-57
| Closed | -$2K | – | 788 |
|
|
2018
Q4 | $2K | Buy |
+57
| New | +$2K | ﹤0.01% | 690 |
|
|
2018
Q2 | – | Sell |
-208
| Closed | -$10K | – | 830 |
|
|
2018
Q1 | $10K | Sell |
208
-30
| -13% | -$1.44K | 0.01% | 597 |
|
|
2017
Q4 | $10K | Hold |
238
| – | – | 0.01% | 587 |
|
|
2017
Q3 | $9K | Buy |
+238
| New | +$9K | 0.01% | 550 |
|
|
2017
Q2 | – | Sell |
-885
| Closed | -$31K | – | 841 |
|
|
2017
Q1 | $31K | Sell |
885
-378
| -30% | -$13.2K | 0.02% | 397 |
|
|
2016
Q4 | $40K | Buy |
+1,263
| New | +$40K | 0.02% | 363 |
|