WealthPlan Investment Management’s CME Group CME Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-286	Closed	-$53K	–	191
2023 Q2	$53K	Hold	286	–	–	0.02%	195
2023 Q1	$54.8K	Buy	+286	New	+$54.8K	0.01%	242