Wealthfront’s CBRE Group CBRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $282K | Sell |
6,397
-624
| -9% | -$27.5K | ﹤0.01% | 457 |
|
|
2018
Q2 | $335K | Sell |
7,021
-321
| -4% | -$15.3K | ﹤0.01% | 420 |
|
|
2018
Q1 | $347K | Buy |
7,342
+522
| +8% | +$24.7K | ﹤0.01% | 419 |
|
|
2017
Q4 | $295K | Buy |
6,820
+375
| +6% | +$16.2K | ﹤0.01% | 432 |
|
|
2017
Q3 | $244K | Hold |
6,445
| – | – | ﹤0.01% | 456 |
|
|
2017
Q2 | $235K | Buy |
6,445
+388
| +6% | +$14.1K | ﹤0.01% | 421 |
|
|
2017
Q1 | $211K | Buy |
+6,057
| New | +$211K | ﹤0.01% | 415 |
|
|
2015
Q4 | – | Sell |
-4,820
| Closed | -$154K | – | 397 |
|
|
2015
Q3 | $154K | Sell |
4,820
-175
| -4% | -$5.59K | 0.01% | 328 |
|
|
2015
Q2 | $185K | Buy |
4,995
+287
| +6% | +$10.6K | 0.01% | 283 |
|
|
2015
Q1 | $182K | Buy |
4,708
+203
| +5% | +$7.85K | 0.01% | 263 |
|
|
2014
Q4 | $154K | Buy |
4,505
+2,421
| +116% | +$82.8K | 0.01% | 271 |
|
|
2014
Q3 | $62K | Buy |
2,084
+451
| +28% | +$13.4K | ﹤0.01% | 368 |
|
|
2014
Q2 | $53K | Buy |
1,633
+239
| +17% | +$7.76K | ﹤0.01% | 355 |
|
|
2014
Q1 | $39K | Buy |
+1,394
| New | +$39K | ﹤0.01% | 319 |
|