Simplicity Wealth’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 | $221K | Sell |
1,576
-492
| -24% | -$68.9K | 0.01% | 556 |
|
2025
Q1 | $270K | Buy |
2,068
+176
| +9% | +$23K | 0.02% | 443 |
|
2024
Q4 | $248K | Buy |
+1,892
| New | +$248K | 0.05% | 263 |
|
2024
Q3 | – | Sell |
-4,531
| Closed | -$404K | – | 589 |
|
2024
Q2 | $404K | Buy |
4,531
+60
| +1% | +$5.35K | 0.01% | 842 |
|
2024
Q1 | $435K | Buy |
+4,471
| New | +$435K | 0.01% | 791 |
|