Wealthspire Advisors (Maryland)’s CME Group CME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $15.4M | Buy |
92,130
+89,445
| +3,331% | +$15M | 0.54% | 28 |
|
|
2020
Q2 | $436K | Sell |
2,685
-292
| -10% | -$47.4K | 0.03% | 280 |
|
|
2020
Q1 | $515K | Sell |
2,977
-604
| -17% | -$104K | 0.04% | 226 |
|
|
2019
Q4 | $719K | Buy |
3,581
+76
| +2% | +$15.3K | 0.05% | 218 |
|
|
2019
Q3 | $741K | Buy |
3,505
+101
| +3% | +$21.4K | 0.05% | 192 |
|
|
2019
Q2 | $661K | Sell |
3,404
-1,577
| -32% | -$306K | 0.05% | 204 |
|
|
2019
Q1 | $820K | Buy |
4,981
+1,705
| +52% | +$281K | 0.06% | 159 |
|
|
2018
Q4 | $616K | Buy |
3,276
+115
| +4% | +$21.6K | 0.05% | 182 |
|
|
2018
Q3 | $538K | Sell |
3,161
-544
| -15% | -$92.6K | 0.04% | 233 |
|
|
2018
Q2 | $607K | Sell |
3,705
-219
| -6% | -$35.9K | 0.06% | 201 |
|
|
2018
Q1 | $635K | Sell |
3,924
-244
| -6% | -$39.5K | 0.06% | 203 |
|
|
2017
Q4 | $609K | Buy |
4,168
+1,206
| +41% | +$176K | 0.06% | 222 |
|
|
2017
Q3 | $402K | Buy |
2,962
+1,086
| +58% | +$147K | 0.04% | 284 |
|
|
2017
Q2 | $235K | Buy |
1,876
+85
| +5% | +$10.6K | 0.03% | 399 |
|
|
2017
Q1 | $213K | Buy |
1,791
+582
| +48% | +$69.2K | 0.03% | 372 |
|
|
2016
Q4 | $139K | Buy |
1,209
+54
| +5% | +$6.21K | 0.02% | 479 |
|
|
2016
Q3 | $121K | Buy |
1,155
+44
| +4% | +$4.61K | 0.02% | 516 |
|
|
2016
Q2 | $108K | Sell |
1,111
-1,273
| -53% | -$124K | 0.02% | 517 |
|
|
2016
Q1 | $229K | Buy |
2,384
+796
| +50% | +$76.5K | 0.04% | 320 |
|
|
2015
Q4 | $144K | Buy |
+1,588
| New | +$144K | 0.03% | 446 |
|