WealthPLAN Partners’s CME Group CME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,471
| Closed | -$449K | – | 243 |
|
|
2019
Q1 | $449K | Buy |
2,471
+165
| +7% | +$30K | 0.07% | 170 |
|
|
2018
Q4 | $404K | Buy |
2,306
+398
| +21% | +$69.7K | 0.07% | 169 |
|
|
2018
Q3 | $367K | Buy |
1,908
+243
| +15% | +$46.7K | 0.07% | 171 |
|
|
2018
Q2 | $273K | Buy |
1,665
+80
| +5% | +$13.1K | 0.06% | 200 |
|
|
2018
Q1 | $256K | Buy |
+1,585
| New | +$256K | 0.06% | 227 |
|
|
2017
Q2 | – | Sell |
-89
| Closed | -$10.4K | – | 222 |
|
|
2017
Q1 | $10.4K | Buy |
+89
| New | +$10.4K | 0.04% | 263 |
|
|
2016
Q3 | $8.87K | Sell |
85
-135
| -61% | -$14.1K | ﹤0.01% | 618 |
|
|
2016
Q2 | $10.7K | Buy |
+220
| New | +$10.7K | ﹤0.01% | 1707 |
|