WFG Advisors’s CBRE Group CBRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-1,400
| Closed | -$37K | – | 1574 |
|
|
2016
Q2 | $37K | Hold |
1,400
| – | – | 0.01% | 767 |
|
|
2016
Q1 | $40K | Hold |
1,400
| – | – | 0.01% | 720 |
|
|
2015
Q4 | $48K | Hold |
1,400
| – | – | 0.01% | 673 |
|
|
2015
Q3 | $45K | Hold |
1,400
| – | – | 0.01% | 673 |
|
|
2015
Q2 | $52K | Hold |
1,400
| – | – | 0.01% | 713 |
|
|
2015
Q1 | $54K | Buy |
+1,400
| New | +$54K | 0.02% | 704 |
|