Windsor Wealth Management’s CBRE Group CBRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,863
| Closed | -$247K | – | 166 |
|
|
2022
Q1 | $247K | Sell |
2,863
-11
| -0.4% | -$949 | 0.05% | 206 |
|
|
2021
Q4 | $317K | Buy |
2,874
+17
| +0.6% | +$1.88K | 0.06% | 184 |
|
|
2021
Q3 | $287K | Buy |
2,857
+11
| +0.4% | +$1.11K | 0.06% | 181 |
|
|
2021
Q2 | $244K | Sell |
2,846
-31
| -1% | -$2.66K | 0.05% | 193 |
|
|
2021
Q1 | $228K | Buy |
+2,877
| New | +$228K | 0.05% | 186 |
|
|
2020
Q1 | – | Sell |
-3,282
| Closed | -$201K | – | 179 |
|
|
2019
Q4 | $201K | Buy |
+3,282
| New | +$201K | 0.07% | 185 |
|
|
2018
Q3 | – | Sell |
-4,500
| Closed | -$215K | – | 134 |
|
|
2018
Q2 | $215K | Hold |
4,500
| – | – | 0.17% | 118 |
|
|
2018
Q1 | $212K | Buy |
+4,500
| New | +$212K | 0.18% | 115 |
|