Financial Synergies Wealth Advisors’s CME Group CME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6
| Closed | -$1.29K | – | 140 |
|
|
2024
Q1 | $1.29K | Buy |
+6
| New | +$1.29K | ﹤0.01% | 371 |
|
|
2023
Q4 | – | Sell |
-6
| Closed | -$1.2K | – | 479 |
|
|
2023
Q3 | $1.2K | Hold |
6
| – | – | ﹤0.01% | 353 |
|
|
2023
Q2 | $1.11K | Buy |
+6
| New | +$1.11K | ﹤0.01% | 361 |
|
|
2022
Q4 | – | Sell |
-3
| Closed | -$532 | – | 469 |
|
|
2022
Q3 | $532 | Hold |
3
| – | – | ﹤0.01% | 359 |
|
|
2022
Q2 | $615 | Buy |
+3
| New | +$615 | ﹤0.01% | 361 |
|