Transform Wealth’s CBRE Group CBRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-39,600
| Closed | -$1.49M | – | 228 |
|
|
2020
Q1 | $1.49M | Sell |
39,600
-3,300
| -8% | -$124K | 0.32% | 91 |
|
|
2019
Q4 | $2.63M | Sell |
42,900
-2,100
| -5% | -$129K | 0.42% | 78 |
|
|
2019
Q3 | $2.39M | Sell |
45,000
-1,550
| -3% | -$82.2K | 0.42% | 80 |
|
|
2019
Q2 | $2.39M | Sell |
46,550
-52,850
| -53% | -$2.71M | 0.35% | 92 |
|
|
2019
Q1 | $4.92M | Buy |
99,400
+2,200
| +2% | +$109K | 0.91% | 41 |
|
|
2018
Q4 | $3.89M | Sell |
97,200
-5,600
| -5% | -$224K | 0.8% | 53 |
|
|
2018
Q3 | $4.53M | Sell |
102,800
-3,600
| -3% | -$159K | 0.79% | 51 |
|
|
2018
Q2 | $5.08M | Sell |
106,400
-8,185
| -7% | -$391K | 0.92% | 35 |
|
|
2018
Q1 | $5.41M | Buy |
114,585
+7,000
| +7% | +$331K | 1.03% | 26 |
|
|
2017
Q4 | $4.66M | Buy |
+107,585
| New | +$4.66M | 0.86% | 31 |
|