Summit Financial Group’s CME Group CME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,875
| Closed | -$364K | – | 158 |
|
|
2019
Q2 | $364K | Sell |
1,875
-175
| -9% | -$34K | 0.16% | 114 |
|
|
2019
Q1 | $337K | Hold |
2,050
| – | – | 0.26% | 84 |
|
|
2018
Q4 | $386K | Hold |
2,050
| – | – | 0.33% | 78 |
|
|
2018
Q3 | $349K | Hold |
2,050
| – | – | 0.26% | 84 |
|
|
2018
Q2 | $336K | Hold |
2,050
| – | – | 0.26% | 87 |
|
|
2018
Q1 | $332K | Hold |
2,050
| – | – | 0.26% | 94 |
|
|
2017
Q4 | $299K | Sell |
2,050
-175
| -8% | -$25.5K | 0.24% | 93 |
|
|
2017
Q3 | $302K | Buy |
+2,225
| New | +$302K | 0.25% | 91 |
|