Wealthcare Advisory Partners’s CBRE Group CBRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,226
| Closed | -$314K | – | 827 |
|
|
2024
Q1 | $314K | Buy |
+3,226
| New | +$314K | 0.01% | 656 |
|
|
2021
Q2 | – | Sell |
-478
| Closed | -$38K | – | 745 |
|
|
2021
Q1 | $38K | Buy |
+478
| New | +$38K | ﹤0.01% | 965 |
|
|
2020
Q2 | – | Sell |
-294
| Closed | -$11K | – | 459 |
|
|
2020
Q1 | $11K | Hold |
294
| – | – | ﹤0.01% | 892 |
|
|
2019
Q4 | $18K | Sell |
294
-960
| -77% | -$58.8K | ﹤0.01% | 783 |
|
|
2019
Q3 | $67K | Buy |
1,254
+960
| +327% | +$51.3K | 0.01% | 470 |
|
|
2019
Q2 | $15K | Hold |
294
| – | – | ﹤0.01% | 797 |
|
|
2019
Q1 | $14K | Hold |
294
| – | – | ﹤0.01% | 737 |
|
|
2018
Q4 | $12K | Hold |
294
| – | – | ﹤0.01% | 744 |
|
|
2018
Q3 | $13K | Hold |
294
| – | – | ﹤0.01% | 773 |
|
|
2018
Q2 | $14K | Buy |
294
+104
| +55% | +$4.95K | ﹤0.01% | 748 |
|
|
2018
Q1 | $9K | Hold |
190
| – | – | ﹤0.01% | 742 |
|
|
2017
Q4 | $8K | Buy |
190
+125
| +192% | +$5.26K | ﹤0.01% | 711 |
|
|
2017
Q3 | $2K | Buy |
+65
| New | +$2K | ﹤0.01% | 755 |
|