Wealthstreet Investment Advisors’s CBRE Group CBRE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	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%	-$108K	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%	-$57.2K	0.04%	271
2018 Q2	$444K	Sell	9,300 -100	-1%	-$4.73K	0.06%	251
2018 Q1	$444K	Hold	9,400	–	–	0.06%	248
2017 Q4	$407K	Buy	+9,400	New	+$390K	0.05%	248