Private Wealth Management Group’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 | $28.6K | Buy |
204
+3
| +1% | +$420 | 0.01% | 237 |
|
|
2025
Q1 | $26.3K | Hold |
201
| – | – | 0.01% | 250 |
|
|
2024
Q4 | $26.4K | Sell |
201
-46
| -19% | -$6.04K | 0.01% | 250 |
|
|
2024
Q3 | $30.7K | Buy |
247
+2
| +0.8% | +$249 | 0.01% | 219 |
|
|
2024
Q2 | $21.8K | Buy |
245
+89
| +57% | +$7.93K | 0.01% | 264 |
|
|
2024
Q1 | $15.2K | Hold |
156
| – | – | 0.01% | 324 |
|
|
2023
Q4 | $14.5K | Buy |
+156
| New | +$14.5K | 0.01% | 324 |
|