TCI Wealth Advisors’s CBRE Group CBRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-699
| Closed | -$50.9K | – | 530 |
|
|
2023
Q1 | $50.9K | Buy |
699
+1
| +0.1% | +$73 | 0.01% | 431 |
|
|
2022
Q4 | $53.7K | Sell |
698
-88
| -11% | -$6.77K | 0.01% | 391 |
|
|
2022
Q3 | $53K | Buy |
786
+10
| +1% | +$674 | 0.01% | 351 |
|
|
2022
Q2 | $57K | Buy |
776
+294
| +61% | +$21.6K | 0.01% | 338 |
|
|
2022
Q1 | $44K | Sell |
482
-40
| -8% | -$3.65K | 0.01% | 436 |
|
|
2021
Q4 | $57K | Buy |
522
+22
| +4% | +$2.4K | 0.01% | 373 |
|
|
2021
Q3 | $49K | Buy |
500
+59
| +13% | +$5.78K | 0.01% | 410 |
|
|
2021
Q2 | $38K | Buy |
441
+20
| +5% | +$1.72K | 0.01% | 438 |
|
|
2021
Q1 | $33K | Buy |
421
+116
| +38% | +$9.09K | 0.01% | 437 |
|
|
2020
Q4 | $19K | Sell |
305
-17
| -5% | -$1.06K | 0.01% | 479 |
|
|
2020
Q3 | $15K | Hold |
322
| – | – | 0.01% | 474 |
|
|
2020
Q2 | $15K | Sell |
322
-482
| -60% | -$22.5K | 0.01% | 482 |
|
|
2020
Q1 | $30K | Sell |
804
-502
| -38% | -$18.7K | 0.01% | 383 |
|
|
2019
Q4 | $81K | Buy |
1,306
+502
| +62% | +$31.1K | 0.03% | 291 |
|
|
2019
Q3 | $43K | Hold |
804
| – | – | 0.02% | 348 |
|
|
2019
Q2 | $42K | Buy |
804
+117
| +17% | +$6.11K | 0.02% | 339 |
|
|
2019
Q1 | $34K | Hold |
687
| – | – | 0.01% | 402 |
|
|
2018
Q4 | $27K | Sell |
687
-19
| -3% | -$747 | 0.01% | 415 |
|
|
2018
Q3 | $31K | Sell |
706
-39
| -5% | -$1.71K | 0.01% | 403 |
|
|
2018
Q2 | $36K | Buy |
745
+63
| +9% | +$3.04K | 0.02% | 379 |
|
|
2018
Q1 | $33K | Sell |
682
-544
| -44% | -$26.3K | 0.02% | 385 |
|
|
2017
Q4 | $53K | Buy |
1,226
+544
| +80% | +$23.5K | 0.02% | 333 |
|
|
2017
Q3 | $26K | Hold |
682
| – | – | 0.01% | 417 |
|
|
2017
Q2 | $25K | Hold |
682
| – | – | 0.01% | 423 |
|
|
2017
Q1 | $24K | Buy |
682
+3
| +0.4% | +$106 | 0.01% | 415 |
|
|
2016
Q4 | $21K | Sell |
679
-52
| -7% | -$1.61K | 0.01% | 467 |
|
|
2016
Q3 | $20K | Buy |
731
+113
| +18% | +$3.09K | 0.01% | 447 |
|
|
2016
Q2 | $16K | Buy |
618
+74
| +14% | +$1.92K | 0.01% | 477 |
|
|
2016
Q1 | $16K | Buy |
544
+66
| +14% | +$1.94K | 0.01% | 480 |
|
|
2015
Q4 | $17K | Hold |
478
| – | – | 0.01% | 461 |
|
|
2015
Q3 | $15K | Sell |
478
-48
| -9% | -$1.51K | 0.01% | 439 |
|
|
2015
Q2 | $19K | Buy |
526
+80
| +18% | +$2.89K | 0.01% | 411 |
|
|
2015
Q1 | $17K | Hold |
446
| – | – | 0.01% | 368 |
|
|
2014
Q4 | $15K | Hold |
446
| – | – | 0.01% | 384 |
|
|
2014
Q3 | $13K | Hold |
446
| – | – | 0.01% | 394 |
|
|
2014
Q2 | $14K | Sell |
446
-14
| -3% | -$439 | 0.01% | 395 |
|
|
2014
Q1 | $13K | Buy |
+460
| New | +$13K | 0.01% | 379 |
|
|
2013
Q4 | – | Hold |
0
| – | – | – | 855 |
|
|
2013
Q3 | – | Hold |
0
| – | – | – | 792 |
|
|
2013
Q2 | – | Hold |
0
| – | – | – | 687 |
|