Altium 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
2022
Q2
$260K Sell
1,270
-101
-7% -$20.7K 0.02% 317
2022
Q1
$326K Sell
1,371
-113
-8% -$26.9K 0.02% 313
2021
Q4
$339K Buy
1,484
+33
+2% +$7.54K 0.02% 312
2021
Q3
$281K Sell
1,451
-67
-4% -$13K 0.02% 314
2021
Q2
$323K Sell
1,518
-138
-8% -$29.4K 0.02% 302
2021
Q1
$338K Buy
1,656
+10
+0.6% +$2.04K 0.03% 289
2020
Q4
$300K Sell
1,646
-203
-11% -$37K 0.03% 283
2020
Q3
$309K Sell
1,849
-98
-5% -$16.4K 0.03% 259
2020
Q2
$316K Buy
1,947
+85
+5% +$13.8K 0.04% 261
2020
Q1
$322K Buy
1,862
+77
+4% +$13.3K 0.04% 198
2019
Q4
$358K Buy
1,785
+140
+9% +$28.1K 0.04% 200
2019
Q3
$348K Sell
1,645
-65
-4% -$13.8K 0.05% 199
2019
Q2
$332K Sell
1,710
-709
-29% -$138K 0.05% 204
2019
Q1
$398K Buy
2,419
+377
+18% +$62K 0.06% 185
2018
Q4
$384K Sell
2,042
-47
-2% -$8.84K 0.07% 175
2018
Q3
$356K Buy
2,089
+21
+1% +$3.58K 0.07% 195
2018
Q2
$339K Buy
+2,068
New +$339K 0.09% 161