YorkBridge Wealth 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
Q3 | – | Sell |
-180
| Closed | -$35K | – | 256 |
|
|
2019
Q2 | $35K | Hold |
180
| – | – | 0.02% | 405 |
|
|
2019
Q1 | $30K | Hold |
180
| – | – | 0.01% | 411 |
|
|
2018
Q4 | $34K | Sell |
180
-3
| -2% | -$567 | 0.02% | 366 |
|
|
2018
Q3 | $32K | Hold |
183
| – | – | 0.01% | 412 |
|
|
2018
Q2 | $30K | Hold |
183
| – | – | 0.01% | 427 |
|
|
2018
Q1 | $30K | Sell |
183
-3
| -2% | -$492 | 0.01% | 429 |
|
|
2017
Q4 | $29K | Sell |
186
-428
| -70% | -$66.7K | 0.01% | 438 |
|
|
2017
Q3 | $83K | Hold |
614
| – | – | 0.04% | 314 |
|
|
2017
Q2 | $78K | Sell |
614
-1,169
| -66% | -$149K | 0.04% | 313 |
|
|
2017
Q1 | $209K | Buy |
1,783
+405
| +29% | +$47.5K | 0.11% | 164 |
|
|
2016
Q4 | $155K | Buy |
+1,378
| New | +$155K | 0.09% | 181 |
|