Wellington Wealth Strategies’s CBRE Group CBRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,466
| Closed | -$454K | – | 75 |
|
|
2024
Q3 | $454K | Buy |
+3,466
| New | +$454K | 0.34% | 49 |
|
|
2024
Q2 | – | Sell |
-3,970
| Closed | -$386K | – | 70 |
|
|
2024
Q1 | $386K | Sell |
3,970
-3,657
| -48% | -$356K | 0.18% | 99 |
|
|
2023
Q4 | $710K | Buy |
+7,627
| New | +$710K | 0.6% | 39 |
|
|
2020
Q4 | $710K | Buy |
+7,627
| New | +$710K | 0.6% | 39 |
|