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YorkBridge Wealth Partners’s CBRE Group CBRE Stock Holding History

YorkBridge Wealth Partners’s Portfolio CBRE Stock Details CBRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-1,000
Closed -$51K – 242
2019
Q2 		$51K Sell
1,000
-165
-14% -$8.2K 0.02% 366
2019
Q1 		$58K Hold
1,165
– – 0.03% 345
2018
Q4 		$47K Hold
1,165
– – 0.02% 334
2018
Q3 		$52K Hold
1,165
– – 0.02% 350
2018
Q2 		$56K Hold
1,165
– – 0.02% 351
2018
Q1 		$55K Hold
1,165
– – 0.03% 360
2017
Q4 		$49K Hold
1,165
– – 0.02% 374
2017
Q3 		$44K Hold
1,165
– – 0.02% 392
2017
Q2 		$43K Hold
1,165
– – 0.02% 388
2017
Q1 		$42K Hold
1,165
– – 0.02% 388
2016
Q4 		$34K Buy
+1,165
New +$33.7K 0.02% 403

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