Jackson Wealth Management’s CME Group CME Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-17,700
| Closed | -$3.7M | – | 110 |
|
2019
Q4 | $3.7M | Sell |
17,700
-620
| -3% | -$130K | 0.61% | 48 |
|
2019
Q3 | $3.96M | Buy |
18,320
+2,767
| +18% | +$598K | 0.83% | 34 |
|
2019
Q2 | $3.15M | Buy |
15,553
+242
| +2% | +$49.1K | 0.69% | 36 |
|
2019
Q1 | $2.52M | Buy |
15,311
+275
| +2% | +$45.3K | 0.62% | 45 |
|
2018
Q4 | $2.73M | Sell |
15,036
-81
| -0.5% | -$14.7K | 0.82% | 34 |
|
2018
Q3 | $2.57M | Buy |
15,117
+687
| +5% | +$117K | 0.54% | 45 |
|
2018
Q2 | $2.45M | Sell |
14,430
-108
| -0.7% | -$18.3K | 0.57% | 45 |
|
2018
Q1 | $2.33M | Sell |
14,538
-2,573
| -15% | -$413K | 0.65% | 39 |
|
2017
Q4 | $2.61M | Buy |
17,111
+61
| +0.4% | +$9.31K | 0.66% | 42 |
|
2017
Q3 | $2.34M | Buy |
17,050
+1,006
| +6% | +$138K | 0.63% | 39 |
|
2017
Q2 | $1.99M | Buy |
+16,044
| New | +$1.99M | 0.63% | 39 |
|