MWP
Moller Wealth Partners’s CME Group CME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,451
| Closed | -$398K | – | 44 |
|
|
2020
Q2 | $398K | Sell |
2,451
-185
| -7% | -$30K | 0.17% | 37 |
|
|
2020
Q1 | $456K | Sell |
2,636
-370
| -12% | -$64K | 0.24% | 34 |
|
|
2019
Q4 | $603K | Hold |
3,006
| – | – | 0.27% | 35 |
|
|
2019
Q3 | $635K | Buy |
3,006
+1,255
| +72% | +$265K | 0.31% | 34 |
|
|
2019
Q2 | $340K | Sell |
1,751
-50
| -3% | -$9.71K | 0.17% | 41 |
|
|
2019
Q1 | $296K | Sell |
1,801
-3,944
| -69% | -$648K | 0.13% | 46 |
|
|
2018
Q4 | $1.03M | Buy |
5,745
+3,944
| +219% | +$704K | 0.67% | 25 |
|
|
2018
Q3 | $307K | Hold |
1,801
| – | – | 0.13% | 36 |
|
|
2018
Q2 | $295K | Hold |
1,801
| – | – | 0.11% | 37 |
|
|
2018
Q1 | $291K | Hold |
1,801
| – | – | 0.13% | 36 |
|
|
2017
Q4 | $263K | Hold |
1,801
| – | – | 0.1% | 43 |
|
|
2017
Q3 | $244K | Sell |
1,801
-100
| -5% | -$13.5K | 0.09% | 40 |
|
|
2017
Q2 | $238K | Hold |
1,901
| – | – | 0.1% | 42 |
|
|
2017
Q1 | $226K | Hold |
1,901
| – | – | 0.1% | 43 |
|
|
2016
Q4 | $219K | Buy |
+1,901
| New | +$219K | 0.11% | 41 |
|
|
2014
Q4 | – | Sell |
-16,166
| Closed | -$1.29M | – | 47 |
|
|
2014
Q3 | $1.29M | Hold |
16,166
| – | – | 0.61% | 22 |
|
|
2014
Q2 | $1.15M | Hold |
16,166
| – | – | 0.52% | 23 |
|
|
2014
Q1 | $1.2M | Hold |
16,166
| – | – | 0.61% | 25 |
|
|
2013
Q4 | $1.27M | Sell |
16,166
-175
| -1% | -$13.7K | 0.68% | 24 |
|
|
2013
Q3 | $1.21M | Buy |
16,341
+9,465
| +138% | +$700K | 0.76% | 25 |
|
|
2013
Q2 | $522K | Buy |
+6,876
| New | +$522K | 0.38% | 34 |
|