Hefty Wealth Partners’s CME Group CME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-662
| Closed | -$97K | – | 245 |
|
|
2017
Q4 | $97K | Sell |
662
-4
| -0.6% | -$586 | 0.06% | 105 |
|
|
2017
Q3 | $90K | Sell |
666
-193
| -22% | -$26.1K | 0.06% | 105 |
|
|
2017
Q2 | $107K | Sell |
859
-728
| -46% | -$90.7K | 0.07% | 92 |
|
|
2017
Q1 | $188K | Sell |
1,587
-2,053
| -56% | -$243K | 0.14% | 79 |
|
|
2016
Q4 | $419K | Sell |
3,640
-5,913
| -62% | -$681K | 0.35% | 63 |
|
|
2016
Q3 | $998K | Buy |
9,553
+980
| +11% | +$102K | 0.76% | 47 |
|
|
2016
Q2 | $835K | Buy |
8,573
+680
| +9% | +$66.2K | 0.69% | 56 |
|
|
2016
Q1 | $758K | Buy |
+7,893
| New | +$758K | 0.71% | 55 |
|