Shelton Wealth Management’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 | $1.14M | Buy |
8,109
+677
| +9% | +$94.9K | 0.55% | 67 |
|
|
2025
Q1 | $972K | Sell |
7,432
-228
| -3% | -$29.8K | 0.53% | 60 |
|
|
2024
Q4 | $1.01M | Buy |
7,660
+214
| +3% | +$28.1K | 0.52% | 68 |
|
|
2024
Q3 | $927K | Buy |
7,446
+1,484
| +25% | +$185K | 0.5% | 63 |
|
|
2024
Q2 | $531K | Buy |
5,962
+1,786
| +43% | +$159K | 0.3% | 85 |
|
|
2024
Q1 | $406K | Buy |
+4,176
| New | +$406K | 0.26% | 89 |
|