West Oak Capital’s CME Group CME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-181
| Closed | -$34.1K | – | 313 |
|
|
2018
Q4 | $34.1K | Hold |
181
| – | – | 0.02% | 184 |
|
|
2018
Q3 | $30.8K | Hold |
181
| – | – | 0.02% | 207 |
|
|
2018
Q2 | $29.7K | Buy |
+181
| New | +$29.7K | 0.02% | 202 |
|
|
2016
Q4 | – | Sell |
-52
| Closed | -$5.44K | – | 351 |
|
|
2016
Q3 | $5.44K | Buy |
+52
| New | +$5.44K | ﹤0.01% | 313 |
|