Wealthspire Advisors (New York)’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 | – | Sell |
-2,063
| Closed | -$270K | – | 850 |
|
|
2025
Q1 | $270K | Sell |
2,063
-61
| -3% | -$7.98K | ﹤0.01% | 669 |
|
|
2024
Q4 | $279K | Buy |
2,124
+483
| +29% | +$63.4K | ﹤0.01% | 661 |
|
|
2024
Q3 | $204K | Buy |
+1,641
| New | +$204K | ﹤0.01% | 707 |
|
|
2023
Q1 | – | Sell |
-3,050
| Closed | -$235K | – | 544 |
|
|
2022
Q4 | $235K | Buy |
+3,050
| New | +$235K | ﹤0.01% | 508 |
|
|
2021
Q2 | – | Sell |
-3,240
| Closed | -$256K | – | 419 |
|
|
2021
Q1 | $256K | Buy |
+3,240
| New | +$256K | 0.01% | 605 |
|
|
2020
Q2 | – | Sell |
-7,706
| Closed | -$291K | – | 310 |
|
|
2020
Q1 | $291K | Buy |
+7,706
| New | +$291K | 0.01% | 390 |
|
|
2019
Q1 | – | Sell |
-203
| Closed | -$8K | – | 167 |
|
|
2018
Q4 | $8K | Buy |
+203
| New | +$8K | ﹤0.01% | 548 |
|