Wealthspire Advisors (Maryland)’s CBRE Group CBRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-4,442
| Closed | -$201K | – | 495 |
|
|
2020
Q2 | $201K | Sell |
4,442
-1,233
| -22% | -$55.8K | 0.01% | 423 |
|
|
2020
Q1 | $214K | Sell |
5,675
-41
| -0.7% | -$1.55K | 0.02% | 369 |
|
|
2019
Q4 | $350K | Sell |
5,716
-149
| -3% | -$9.12K | 0.02% | 344 |
|
|
2019
Q3 | $311K | Hold |
5,865
| – | – | 0.02% | 341 |
|
|
2019
Q2 | $301K | Sell |
5,865
-76
| -1% | -$3.9K | 0.02% | 349 |
|
|
2019
Q1 | $294K | Sell |
5,941
-424
| -7% | -$21K | 0.02% | 363 |
|
|
2018
Q4 | $255K | Sell |
6,365
-192
| -3% | -$7.69K | 0.02% | 358 |
|
|
2018
Q3 | $289K | Buy |
6,557
+11
| +0.2% | +$485 | 0.02% | 369 |
|
|
2018
Q2 | $313K | Sell |
6,546
-500
| -7% | -$23.9K | 0.03% | 346 |
|
|
2018
Q1 | $333K | Sell |
7,046
-1,934
| -22% | -$91.4K | 0.03% | 331 |
|
|
2017
Q4 | $389K | Sell |
8,980
-127
| -1% | -$5.5K | 0.04% | 313 |
|
|
2017
Q3 | $345K | Sell |
9,107
-7
| -0.1% | -$265 | 0.04% | 326 |
|
|
2017
Q2 | $332K | Buy |
9,114
+992
| +12% | +$36.1K | 0.04% | 322 |
|
|
2017
Q1 | $283K | Sell |
8,122
-1,685
| -17% | -$58.7K | 0.04% | 296 |
|
|
2016
Q4 | $309K | Sell |
9,807
-948
| -9% | -$29.9K | 0.05% | 263 |
|
|
2016
Q3 | $301K | Buy |
10,755
+133
| +1% | +$3.72K | 0.05% | 273 |
|
|
2016
Q2 | $281K | Buy |
10,622
+165
| +2% | +$4.37K | 0.05% | 271 |
|
|
2016
Q1 | $301K | Buy |
10,457
+107
| +1% | +$3.08K | 0.05% | 253 |
|
|
2015
Q4 | $358K | Buy |
+10,350
| New | +$358K | 0.07% | 213 |
|