Curi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,154
| Closed | -$231K | – | 162 |
|
|
2023
Q3 | $231K | Sell |
1,154
-42
| -4% | -$8.41K | 0.04% | 135 |
|
|
2023
Q2 | $222K | Sell |
1,196
-66
| -5% | -$12.2K | 0.03% | 158 |
|
|
2023
Q1 | $242K | Buy |
+1,262
| New | +$242K | 0.03% | 142 |
|
|
2022
Q4 | – | Sell |
-1,185
| Closed | -$210K | – | 191 |
|
|
2022
Q3 | $210K | Sell |
1,185
-2
| -0.2% | -$354 | 0.03% | 169 |
|
|
2022
Q2 | $243K | Buy |
1,187
+45
| +4% | +$9.21K | 0.05% | 98 |
|
|
2022
Q1 | $271K | Buy |
1,142
+368
| +48% | +$87.3K | 0.05% | 93 |
|
|
2021
Q4 | $176K | Buy |
+774
| New | +$176K | 0.03% | 115 |
|
|
2021
Q1 | – | Sell |
-771
| Closed | -$140K | – | 171 |
|
|
2020
Q4 | $140K | Buy |
+771
| New | +$140K | 0.1% | 102 |
|