MPS Loria Financial Planners’s CME Group CME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-297
| Closed | -$60K | – | 193 |
|
|
2021
Q1 | $60K | Hold |
297
| – | – | 0.03% | 150 |
|
|
2020
Q4 | $53K | Sell |
297
-94
| -24% | -$16.8K | 0.02% | 158 |
|
|
2020
Q3 | $65K | Sell |
391
-133
| -25% | -$22.1K | 0.03% | 129 |
|
|
2020
Q2 | $85K | Buy |
+524
| New | +$85K | 0.05% | 112 |
|
|
2017
Q3 | – | Sell |
-473
| Closed | -$60K | – | 133 |
|
|
2017
Q2 | $60K | Buy |
+473
| New | +$60K | 0.04% | 136 |
|