TrueWealth LLC’s CME Group CME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $16K | Sell |
98
-12
| -11% | -$1.96K | 0.01% | 406 |
|
|
2020
Q1 | $19K | Sell |
110
-39
| -26% | -$6.74K | 0.01% | 363 |
|
|
2019
Q4 | $30K | Hold |
149
| – | – | 0.01% | 327 |
|
|
2019
Q3 | $31K | Hold |
149
| – | – | 0.01% | 314 |
|
|
2019
Q2 | $29K | Sell |
149
-52
| -26% | -$10.1K | 0.01% | 323 |
|
|
2019
Q1 | $33K | Buy |
201
+53
| +36% | +$8.7K | 0.02% | 312 |
|
|
2018
Q4 | $28K | Sell |
148
-5
| -3% | -$946 | 0.01% | 318 |
|
|
2018
Q3 | $26K | Hold |
153
| – | – | 0.01% | 353 |
|
|
2018
Q2 | $25K | Hold |
153
| – | – | 0.01% | 353 |
|
|
2018
Q1 | $25K | Sell |
153
-919
| -86% | -$150K | 0.01% | 330 |
|
|
2017
Q4 | $157K | Buy |
+1,072
| New | +$157K | 0.07% | 161 |
|