Simon Quick 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 | $281K | Buy |
2,002
+364
| +22% | +$51K | 0.01% | 632 |
|
2025
Q1 | $214K | Buy |
+1,638
| New | +$214K | 0.01% | 538 |
|
2020
Q3 | – | Sell |
-60
| Closed | -$3K | – | 455 |
|
2020
Q2 | $3K | Hold |
60
| – | – | ﹤0.01% | 382 |
|
2020
Q1 | $2K | Sell |
60
-560
| -90% | -$18.7K | ﹤0.01% | 406 |
|
2019
Q4 | $38K | Buy |
620
+532
| +605% | +$32.6K | 0.01% | 256 |
|
2019
Q3 | $5K | Buy |
88
+71
| +418% | +$4.03K | ﹤0.01% | 299 |
|
2019
Q2 | $872 | Buy |
+17
| New | +$872 | ﹤0.01% | 421 |
|
2018
Q1 | – | Sell |
-3,760
| Closed | -$172K | – | 329 |
|
2017
Q4 | $172K | Sell |
3,760
-1,340
| -26% | -$61.3K | 0.08% | 104 |
|
2017
Q3 | $193K | Buy |
+5,100
| New | +$193K | 0.07% | 133 |
|