SOA Wealth Advisors’s CBRE Group CBRE Stock Holding History

SOA Wealth Advisors’s Portfolio CBRE Stock Details CBRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$147K	Hold
2025 Q2	$131K	Buy
2022 Q2	–	Sell
2022 Q1	$4K	Hold
2021 Q4	$4K	Hold
2021 Q3	$4K	Hold
2021 Q2	$3K	Buy
2021 Q1	$2K	Sell
2020 Q4	$2K	Buy