Berman Capital Advisors’s CME Group CME Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $113K | Sell |
591
-50
| -8% | -$9.56K | 0.02% | 403 |
|
2021
Q2 | $135K | Buy |
641
+8
| +1% | +$1.69K | 0.02% | 310 |
|
2021
Q1 | $128K | Buy |
633
+127
| +25% | +$25.7K | 0.03% | 254 |
|
2020
Q4 | $91K | Buy |
506
+10
| +2% | +$1.8K | 0.02% | 265 |
|
2020
Q3 | $83K | Buy |
496
+32
| +7% | +$5.36K | 0.02% | 253 |
|
2020
Q2 | $74K | Sell |
464
-30
| -6% | -$4.78K | 0.02% | 268 |
|
2020
Q1 | $85K | Sell |
494
-114
| -19% | -$19.6K | 0.03% | 221 |
|
2019
Q4 | $121K | Buy |
608
+224
| +58% | +$44.6K | 0.03% | 200 |
|
2019
Q3 | $81K | Buy |
384
+12
| +3% | +$2.53K | 0.03% | 236 |
|
2019
Q2 | $72K | Buy |
372
+30
| +9% | +$5.81K | 0.02% | 250 |
|
2019
Q1 | $56K | Buy |
342
+66
| +24% | +$10.8K | 0.02% | 259 |
|
2018
Q4 | $51K | Buy |
+276
| New | +$51K | 0.02% | 248 |
|