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