Gladstone Institutional Advisory’s CME Group CME Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-3,945
Closed -$831K 653
2023
Q4
$831K Buy
+3,945
New +$831K 0.05% 321
2023
Q3
Sell
-1,387
Closed -$257K 629
2023
Q2
$257K Sell
1,387
-3,013
-68% -$558K 0.02% 546
2023
Q1
$843K Sell
4,400
-9,013
-67% -$1.73M 0.05% 319
2022
Q4
$2.26M Buy
13,413
+2,796
+26% +$470K 0.16% 181
2022
Q3
$1.88M Buy
+10,617
New +$1.88M 0.15% 177