Schechter Investment Advisors’s CBRE Group CBRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $324K | Sell |
2,475
-438
| -15% | -$57.3K | 0.03% | 457 |
|
|
2024
Q4 | $382K | Buy |
2,913
+242
| +9% | +$31.8K | 0.03% | 439 |
|
|
2024
Q3 | $332K | Sell |
2,671
-153
| -5% | -$19K | 0.02% | 475 |
|
|
2024
Q2 | $252K | Buy |
2,824
+200
| +8% | +$17.8K | 0.02% | 509 |
|
|
2024
Q1 | $255K | Sell |
2,624
-56
| -2% | -$5.45K | 0.02% | 525 |
|
|
2023
Q4 | $249K | Sell |
2,680
-107
| -4% | -$9.96K | 0.02% | 505 |
|
|
2023
Q3 | $206K | Buy |
2,787
+168
| +6% | +$12.4K | 0.02% | 543 |
|
|
2023
Q2 | $211K | Buy |
+2,619
| New | +$211K | 0.02% | 579 |
|