Avantax Planning Partners’s CME Group CME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-959
| Closed | -$203K | – | 307 |
|
|
2019
Q3 | $203K | Buy |
+959
| New | +$203K | 0.01% | 294 |
|
|
2018
Q4 | – | Sell |
-774
| Closed | -$132K | – | 443 |
|
|
2018
Q3 | $132K | Buy |
+774
| New | +$132K | 0.01% | 290 |
|
|
2018
Q2 | – | Sell |
-1,013
| Closed | -$164K | – | 458 |
|
|
2018
Q1 | $164K | Buy |
+1,013
| New | +$164K | 0.01% | 326 |
|
|
2017
Q4 | – | Sell |
-2,939
| Closed | -$399K | – | 318 |
|
|
2017
Q3 | $399K | Buy |
2,939
+2
| +0.1% | +$272 | 0.03% | 238 |
|
|
2017
Q2 | $368K | Buy |
2,937
+13
| +0.4% | +$1.63K | 0.03% | 226 |
|
|
2017
Q1 | $347K | Sell |
2,924
-1,401
| -32% | -$166K | 0.03% | 226 |
|
|
2016
Q4 | $499K | Buy |
+4,325
| New | +$499K | 0.05% | 162 |
|