RKL 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,788
| Closed | -$378K | – | 121 |
|
|
2019
Q3 | $378K | Sell |
1,788
-15
| -0.8% | -$3.17K | 0.07% | 103 |
|
|
2019
Q2 | $351K | Hold |
1,803
| – | – | 0.06% | 109 |
|
|
2019
Q1 | $295K | Buy |
1,803
+10
| +0.6% | +$1.64K | 0.06% | 114 |
|
|
2018
Q4 | $338K | Buy |
1,793
+7
| +0.4% | +$1.32K | 0.08% | 105 |
|
|
2018
Q3 | $306K | Sell |
1,786
-35
| -2% | -$6K | 0.07% | 113 |
|
|
2018
Q2 | $297K | Sell |
1,821
-45
| -2% | -$7.34K | 0.07% | 118 |
|
|
2018
Q1 | $300K | Sell |
1,866
-8
| -0.4% | -$1.29K | 0.07% | 120 |
|
|
2017
Q4 | $274K | Sell |
1,874
-325
| -15% | -$47.5K | 0.07% | 125 |
|
|
2017
Q3 | $297K | Hold |
2,199
| – | – | 0.08% | 128 |
|
|
2017
Q2 | $276K | Buy |
+2,199
| New | +$276K | 0.09% | 125 |
|