WR Wealth Planners’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	$7.09K	Buy	54 +18	+50%	+$2.36K	﹤0.01%	637
2024 Q3	$4.48K	Buy	36 +14	+64%	+$1.74K	﹤0.01%	764
2024 Q2	$1.96K	Buy	22 +5	+29%	+$445	﹤0.01%	893
2024 Q1	$1.65K	Buy	+17	New	+$1.65K	﹤0.01%	900