YorkBridge Wealth Partners’s CBRE Group CBRE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-1,000
| Closed | -$51K | – | 242 |
|
2019
Q2 | $51K | Sell |
1,000
-165
| -14% | -$8.42K | 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 | +$34K | 0.02% | 403 |
|