Avitas Wealth Management’s CME Group CME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-13,351
| Closed | -$2.23M | – | 212 |
|
|
2020
Q3 | $2.23M | Buy |
13,351
+58
| +0.4% | +$9.71K | 0.62% | 54 |
|
|
2020
Q2 | $2.16M | Buy |
13,293
+2,434
| +22% | +$396K | 0.72% | 52 |
|
|
2020
Q1 | $1.88M | Sell |
10,859
-11,947
| -52% | -$2.07M | 0.85% | 41 |
|
|
2019
Q4 | $4.58M | Buy |
22,806
+114
| +0.5% | +$22.9K | 1.17% | 17 |
|
|
2019
Q3 | $4.8M | Buy |
22,692
+354
| +2% | +$74.8K | 1.32% | 12 |
|
|
2019
Q2 | $4.34M | Buy |
22,338
+3,439
| +18% | +$668K | 1.21% | 16 |
|
|
2019
Q1 | $3.11M | Buy |
18,899
+190
| +1% | +$31.3K | 0.91% | 40 |
|
|
2018
Q4 | $3.52M | Buy |
+18,709
| New | +$3.52M | 1.16% | 23 |
|