9258 Wealth Management’s CME Group CME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $249K | Sell |
1,129
-1,968
| -64% | -$434K | 0.04% | 302 |
|
|
2024
Q2 | $609K | Buy |
3,097
+101
| +3% | +$19.9K | 0.09% | 171 |
|
|
2024
Q1 | $645K | Sell |
2,996
-152
| -5% | -$32.7K | 0.1% | 167 |
|
|
2023
Q4 | $663K | Buy |
3,148
+113
| +4% | +$23.8K | 0.12% | 154 |
|
|
2023
Q3 | $608K | Buy |
3,035
+78
| +3% | +$15.6K | 0.12% | 155 |
|
|
2023
Q2 | $548K | Sell |
2,957
-80
| -3% | -$14.8K | 0.1% | 169 |
|
|
2023
Q1 | $582K | Buy |
3,037
+709
| +30% | +$136K | 0.12% | 159 |
|
|
2022
Q4 | $391K | Buy |
2,328
+501
| +27% | +$84.2K | 0.08% | 207 |
|
|
2022
Q3 | $324K | Sell |
1,827
-148
| -7% | -$26.2K | 0.08% | 225 |
|
|
2022
Q2 | $404K | Buy |
1,975
+47
| +2% | +$9.61K | 0.1% | 202 |
|
|
2022
Q1 | $459K | Buy |
1,928
+85
| +5% | +$20.2K | 0.11% | 205 |
|
|
2021
Q4 | $421K | Buy |
1,843
+46
| +3% | +$10.5K | 0.1% | 224 |
|
|
2021
Q3 | $348K | Buy |
1,797
+173
| +11% | +$33.5K | 0.09% | 231 |
|
|
2021
Q2 | $345K | Buy |
1,624
+469
| +41% | +$99.6K | 0.09% | 235 |
|
|
2021
Q1 | $236K | Buy |
+1,155
| New | +$236K | 0.07% | 281 |
|