Moller Wealth Partners’s CME Group CME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $398K | Sell |
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|
2020
Q1 | $456K | Sell |
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|
2019
Q4 | $603K | Hold |
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|
2019
Q3 | $635K | Buy |
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|
2019
Q2 | $340K | Sell |
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|
2019
Q1 | $296K | Sell |
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|
2018
Q4 | $1.03M | Buy |
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|
2018
Q3 | $307K | Hold |
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|
2018
Q2 | $295K | Hold |
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|
2018
Q1 | $291K | Hold |
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|
2017
Q4 | $263K | Hold |
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|
2017
Q3 | $244K | Sell |
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|
2017
Q2 | $238K | Hold |
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|
2017
Q1 | $226K | Hold |
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|
2016
Q4 | $219K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $1.29M | Hold |
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|
2014
Q2 | $1.15M | Hold |
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|
2014
Q1 | $1.2M | Hold |
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|
2013
Q4 | $1.27M | Sell |
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|
2013
Q3 | $1.21M | Buy |
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|
2013
Q2 | $522K | Buy |
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