SOA Wealth Advisors’s CBRE Group CBRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $131K | Buy |
+935
| New | +$131K | 0.02% | 249 |
|
|
2022
Q2 | – | Sell |
-45
| Closed | -$4K | – | 830 |
|
|
2022
Q1 | $4K | Hold |
45
| – | – | ﹤0.01% | 706 |
|
|
2021
Q4 | $4K | Hold |
45
| – | – | ﹤0.01% | 685 |
|
|
2021
Q3 | $4K | Hold |
45
| – | – | ﹤0.01% | 702 |
|
|
2021
Q2 | $3K | Buy |
45
+10
| +29% | +$667 | ﹤0.01% | 717 |
|
|
2021
Q1 | $2K | Sell |
35
-2
| -5% | -$114 | ﹤0.01% | 704 |
|
|
2020
Q4 | $2K | Buy |
+37
| New | +$2K | ﹤0.01% | 685 |
|