TrueWealth LLC’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 | $7K | Sell |
153
-228
| -60% | -$10.4K | ﹤0.01% | 519 |
|
|
2020
Q1 | $14K | Hold |
381
| – | – | 0.01% | 408 |
|
|
2019
Q4 | $23K | Hold |
381
| – | – | 0.01% | 359 |
|
|
2019
Q3 | $20K | Hold |
381
| – | – | 0.01% | 366 |
|
|
2019
Q2 | $20K | Sell |
381
-376
| -50% | -$19.7K | 0.01% | 366 |
|
|
2019
Q1 | $37K | Hold |
757
| – | – | 0.02% | 294 |
|
|
2018
Q4 | $30K | Hold |
757
| – | – | 0.02% | 310 |
|
|
2018
Q3 | $33K | Hold |
757
| – | – | 0.02% | 325 |
|
|
2018
Q2 | $36K | Sell |
757
-26
| -3% | -$1.24K | 0.02% | 303 |
|
|
2018
Q1 | $37K | Hold |
783
| – | – | 0.02% | 286 |
|
|
2017
Q4 | $34K | Buy |
+783
| New | +$34K | 0.02% | 334 |
|