BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $47.2K | Sell |
255
-64
| -20% | -$11.9K | ﹤0.01% | 381 |
|
|
2023
Q1 | $61K | Buy |
319
+45
| +16% | +$8.61K | 0.01% | 371 |
|
|
2022
Q4 | $46K | Sell |
274
-1
| -0.4% | -$168 | 0.01% | 382 |
|
|
2022
Q3 | $49K | Hold |
275
| – | – | 0.01% | 370 |
|
|
2022
Q2 | $56K | Buy |
275
+4
| +1% | +$815 | 0.01% | 364 |
|
|
2022
Q1 | $65K | Hold |
271
| – | – | 0.01% | 365 |
|
|
2021
Q4 | $62K | Hold |
271
| – | – | 0.01% | 394 |
|
|
2021
Q3 | $52K | Hold |
271
| – | – | 0.01% | 393 |
|
|
2021
Q2 | $58K | Hold |
271
| – | – | 0.01% | 370 |
|
|
2021
Q1 | $55K | Hold |
271
| – | – | 0.01% | 357 |
|
|
2020
Q4 | $49K | Sell |
271
-11
| -4% | -$1.99K | 0.01% | 354 |
|
|
2020
Q3 | $47K | Sell |
282
-83
| -23% | -$13.8K | 0.01% | 342 |
|
|
2020
Q2 | $59K | Buy |
365
+109
| +43% | +$17.6K | 0.01% | 334 |
|
|
2020
Q1 | $44K | Buy |
256
+8
| +3% | +$1.38K | 0.01% | 330 |
|
|
2019
Q4 | $50K | Buy |
248
+10
| +4% | +$2.02K | 0.01% | 348 |
|
|
2019
Q3 | $50K | Hold |
238
| – | – | 0.01% | 330 |
|
|
2019
Q2 | $46K | Hold |
238
| – | – | 0.01% | 338 |
|
|
2019
Q1 | $39K | Hold |
238
| – | – | 0.01% | 368 |
|
|
2018
Q4 | $45K | Hold |
238
| – | – | 0.01% | 308 |
|
|
2018
Q3 | $41K | Hold |
238
| – | – | 0.01% | 341 |
|
|
2018
Q2 | $39K | Buy |
+238
| New | +$39K | 0.01% | 346 |
|