Waterfront Wealth’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 | $487K | Hold |
3,475
| – | – | 0.11% | 189 |
|
|
2025
Q1 | $454K | Hold |
3,475
| – | – | 0.11% | 185 |
|
|
2024
Q4 | $456K | Hold |
3,475
| – | – | 0.11% | 186 |
|
|
2024
Q3 | $451K | Hold |
3,475
| – | – | 0.11% | 186 |
|
|
2024
Q2 | $310K | Hold |
3,475
| – | – | 0.08% | 199 |
|
|
2024
Q1 | $303K | Hold |
3,475
| – | – | 0.08% | 200 |
|
|
2023
Q4 | $323K | Hold |
3,475
| – | – | 0.1% | 189 |
|
|
2023
Q3 | $233K | Hold |
3,475
| – | – | 0.08% | 217 |
|
|
2023
Q2 | $307K | Hold |
3,475
| – | – | 0.09% | 198 |
|
|
2023
Q1 | $253K | Hold |
3,475
| – | – | 0.08% | 213 |
|
|
2022
Q4 | $293K | Hold |
3,475
| – | – | 0.1% | 201 |
|
|
2022
Q3 | $244K | Hold |
3,475
| – | – | 0.09% | 207 |
|
|
2022
Q2 | $256K | Hold |
3,475
| – | – | 0.1% | 200 |
|
|
2022
Q1 | $303K | Hold |
3,475
| – | – | 0.11% | 185 |
|
|
2021
Q4 | $377K | Hold |
3,475
| – | – | 0.15% | 140 |
|
|
2021
Q3 | $338K | Hold |
3,475
| – | – | 0.16% | 123 |
|
|
2021
Q2 | $298K | Hold |
3,475
| – | – | 0.14% | 136 |
|
|
2021
Q1 | $278K | Hold |
3,475
| – | – | 0.14% | 138 |
|
|
2020
Q4 | $218K | Buy |
+3,475
| New | +$218K | 0.15% | 124 |
|