Spartan Planning & Wealth Management’s CBRE Group CBRE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	$78.3K	Buy	+841	New	+$78.3K	0.08%	110
2022 Q4	$109K	Buy	+1,412	New	+$109K	0.14%	79
2022 Q3	–	Sell	-2	Closed	–	–	80
2022 Q2	$0	Sell	2 -1,460	-100%	–	﹤0.01%	100
2022 Q1	$134K	Buy	+1,462	New	+$134K	0.17%	63