Sage Mountain 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 |
-1,598
| Closed | -$209K | – | 502 |
|
2025
Q1 | $209K | Sell |
1,598
-496
| -24% | -$64.9K | 0.02% | 371 |
|
2024
Q4 | $275K | Buy |
2,094
+177
| +9% | +$23.2K | 0.02% | 314 |
|
2024
Q3 | $239K | Buy |
+1,917
| New | +$239K | 0.02% | 343 |
|
2022
Q1 | – | Sell |
-3,883
| Closed | -$421K | – | 630 |
|
2021
Q4 | $421K | Buy |
3,883
+32
| +0.8% | +$3.47K | 0.05% | 349 |
|
2021
Q3 | $375K | Buy |
+3,851
| New | +$375K | 0.05% | 315 |
|