CWA
Constellation Wealth Advisors’s CME Group CME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-14,546
| Closed | -$1.35M | – | 101 |
|
|
2015
Q2 | $1.35M | Buy |
+14,546
| New | +$1.35M | 0.11% | 117 |
|
|
2014
Q1 | – | Sell |
-38,738
| Closed | -$3.04M | – | 187 |
|
|
2013
Q4 | $3.04M | Buy |
38,738
+1,158
| +3% | +$90.9K | 0.29% | 84 |
|
|
2013
Q3 | $2.78M | Buy |
37,580
+2,593
| +7% | +$192K | 0.32% | 77 |
|
|
2013
Q2 | $2.66M | Buy |
+34,987
| New | +$2.66M | 0.32% | 71 |
|