True Wealth Design’s CBRE Group CBRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.61K | Buy |
40
+11
| +38% | +$1.54K | ﹤0.01% | 764 |
|
|
2025
Q1 | $3.79K | Sell |
29
-140
| -83% | -$18.3K | ﹤0.01% | 773 |
|
|
2024
Q4 | $22.2K | Buy |
169
+152
| +894% | +$20K | 0.01% | 309 |
|
|
2024
Q3 | $2.12K | Buy |
17
+4
| +31% | +$498 | ﹤0.01% | 770 |
|
|
2024
Q2 | $1.16K | Sell |
13
-90
| -87% | -$8.02K | ﹤0.01% | 479 |
|
|
2024
Q1 | $10K | Buy |
103
+97
| +1,617% | +$9.43K | ﹤0.01% | 244 |
|
|
2023
Q4 | $559 | Hold |
6
| – | – | ﹤0.01% | 444 |
|
|
2023
Q3 | $444 | Hold |
6
| – | – | ﹤0.01% | 448 |
|
|
2023
Q2 | $485 | Hold |
6
| – | – | ﹤0.01% | 449 |
|
|
2023
Q1 | $437 | Hold |
6
| – | – | ﹤0.01% | 558 |
|
|
2022
Q4 | $462 | Buy |
+6
| New | +$462 | ﹤0.01% | 475 |
|