Mosaic Family Wealth Partners’s CME Group CME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Hold |
1,009
| – | – | 0.04% | 183 |
|
|
2025
Q1 | $268K | Hold |
1,009
| – | – | 0.04% | 182 |
|
|
2024
Q4 | $234K | Hold |
1,009
| – | – | 0.03% | 185 |
|
|
2024
Q3 | $223K | Buy |
+1,009
| New | +$223K | 0.03% | 189 |
|
|
2024
Q2 | – | Sell |
-1,000
| Closed | -$215K | – | 198 |
|
|
2024
Q1 | $215K | Hold |
1,000
| – | – | 0.04% | 192 |
|
|
2023
Q4 | $211K | Hold |
1,000
| – | – | 0.04% | 184 |
|
|
2023
Q3 | $200K | Buy |
+1,000
| New | +$200K | 0.04% | 177 |
|