Meristem Family Wealth’s CME Group CME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $382K | Hold |
1,606
| – | – | 0.04% | 225 |
|
|
2021
Q4 | $367K | Sell |
1,606
-194
| -11% | -$44.3K | 0.03% | 272 |
|
|
2021
Q3 | $348K | Sell |
1,800
-1,268
| -41% | -$245K | 0.03% | 282 |
|
|
2021
Q2 | $653K | Buy |
3,068
+184
| +6% | +$39.2K | 0.1% | 143 |
|
|
2021
Q1 | $589K | Buy |
2,884
+600
| +26% | +$123K | 0.12% | 116 |
|
|
2020
Q4 | $416K | Sell |
2,284
-23
| -1% | -$4.19K | 0.09% | 137 |
|
|
2020
Q3 | $386K | Buy |
2,307
+853
| +59% | +$143K | 0.1% | 122 |
|
|
2020
Q2 | $236K | Hold |
1,454
| – | – | 0.06% | 161 |
|
|
2020
Q1 | $251K | Sell |
1,454
-15
| -1% | -$2.59K | 0.08% | 148 |
|
|
2019
Q4 | $295K | Hold |
1,469
| – | – | 0.07% | 145 |
|
|
2019
Q3 | $310K | Buy |
1,469
+65
| +5% | +$13.7K | 0.08% | 140 |
|
|
2019
Q2 | $273K | Hold |
1,404
| – | – | 0.08% | 128 |
|
|
2019
Q1 | $231K | Hold |
1,404
| – | – | 0.08% | 124 |
|
|
2018
Q4 | $264K | Buy |
+1,404
| New | +$264K | 0.1% | 104 |
|