CPA
Clear Perspective Advisors’s CME Group CME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-258
| Closed | -$42K | – | 186 |
|
|
2018
Q2 | $42K | Sell |
258
-2,925
| -92% | -$476K | 0.03% | 265 |
|
|
2018
Q1 | $111K | Buy |
3,183
+2,958
| +1,315% | +$103K | 0.08% | 177 |
|
|
2017
Q4 | $33K | Hold |
225
| – | – | 0.03% | 257 |
|
|
2017
Q3 | $31K | Sell |
225
-300
| -57% | -$41.3K | 0.03% | 262 |
|
|
2017
Q2 | $66K | Sell |
525
-25
| -5% | -$3.14K | 0.06% | 200 |
|
|
2017
Q1 | $65K | Sell |
550
-5,409
| -91% | -$639K | 0.04% | 194 |
|
|
2016
Q4 | $687K | Buy |
+5,959
| New | +$687K | 0.46% | 51 |
|