V 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
Q3 | – | Sell |
-4,658
| Closed | -$376K | – | 147 |
|
|
2023
Q2 | $376K | Sell |
4,658
-1,540
| -25% | -$124K | 0.06% | 242 |
|
|
2023
Q1 | $451K | Sell |
6,198
-6,769
| -52% | -$493K | 0.08% | 208 |
|
|
2022
Q4 | $998K | Sell |
12,967
-2,242
| -15% | -$173K | 0.21% | 113 |
|
|
2022
Q3 | $1.03M | Sell |
15,209
-90
| -0.6% | -$6.08K | 0.21% | 108 |
|
|
2022
Q2 | $1.13M | Sell |
15,299
-815
| -5% | -$60K | 0.21% | 117 |
|
|
2022
Q1 | $1.48M | Buy |
16,114
+13,725
| +575% | +$1.26M | 0.24% | 105 |
|
|
2021
Q4 | $259K | Buy |
2,389
+25
| +1% | +$2.71K | 0.04% | 383 |
|
|
2021
Q3 | $230K | Buy |
+2,364
| New | +$230K | 0.04% | 403 |
|
|
2020
Q1 | – | Sell |
-6,744
| Closed | -$357K | – | 319 |
|
|
2019
Q4 | $357K | Hold |
6,744
| – | – | 0.13% | 178 |
|
|
2019
Q3 | $357K | Sell |
6,744
-53
| -0.8% | -$2.81K | 0.13% | 179 |
|
|
2019
Q2 | $358K | Sell |
6,797
-205
| -3% | -$10.8K | 0.14% | 173 |
|
|
2019
Q1 | $361K | Buy |
+7,002
| New | +$361K | 0.15% | 156 |
|
|
2016
Q3 | – | Sell |
-39,162
| Closed | -$1.04M | – | 169 |
|
|
2016
Q2 | $1.04M | Sell |
39,162
-362
| -0.9% | -$9.57K | 0.85% | 41 |
|
|
2016
Q1 | $1.14M | Buy |
+39,524
| New | +$1.14M | 0.91% | 41 |
|