180 Wealth Advisors’s CME Group CME Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-2,556
| Closed | -$455K | – | 251 |
|
2019
Q1 | $455K | Sell |
2,556
-1,366
| -35% | -$243K | 0.21% | 133 |
|
2018
Q4 | $668K | Hold |
3,922
| – | – | 0.31% | 97 |
|
2018
Q3 | $668K | Sell |
3,922
-879
| -18% | -$150K | 0.31% | 98 |
|
2018
Q2 | $787K | Sell |
4,801
-517
| -10% | -$84.7K | 0.39% | 78 |
|
2018
Q1 | $865K | Sell |
5,318
-1,440
| -21% | -$234K | 0.45% | 73 |
|
2017
Q4 | $987K | Buy |
+6,758
| New | +$987K | 0.5% | 60 |
|