Wealthstreet Investment Advisors’s CBRE Group CBRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-5,600
| Closed | -$443K | – | 127 |
|
|
2021
Q1 | $443K | Hold |
5,600
| – | – | 0.04% | 261 |
|
|
2020
Q4 | $351K | Hold |
5,600
| – | – | 0.04% | 283 |
|
|
2020
Q3 | $263K | Hold |
5,600
| – | – | 0.03% | 289 |
|
|
2020
Q2 | $253K | Sell |
5,600
-2,500
| -31% | -$113K | 0.03% | 293 |
|
|
2020
Q1 | $305K | Hold |
8,100
| – | – | 0.05% | 243 |
|
|
2019
Q4 | $496K | Hold |
8,100
| – | – | 0.06% | 237 |
|
|
2019
Q3 | $434K | Hold |
8,100
| – | – | 0.06% | 236 |
|
|
2019
Q2 | $416K | Hold |
8,100
| – | – | 0.05% | 246 |
|
|
2019
Q1 | $401K | Hold |
8,100
| – | – | 0.05% | 249 |
|
|
2018
Q4 | $361K | Hold |
8,100
| – | – | 0.05% | 250 |
|
|
2018
Q3 | $357K | Sell |
8,100
-1,200
| -13% | -$52.9K | 0.04% | 271 |
|
|
2018
Q2 | $444K | Sell |
9,300
-100
| -1% | -$4.77K | 0.06% | 251 |
|
|
2018
Q1 | $444K | Hold |
9,400
| – | – | 0.06% | 248 |
|
|
2017
Q4 | $407K | Buy |
+9,400
| New | +$407K | 0.05% | 248 |
|