Mosaic Family Wealth’s CME Group CME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $230K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $214K | Sell |
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|
2021
Q1 | $210K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $205K | Buy |
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|
2019
Q3 | $211K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $165K | Hold |
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|
2018
Q4 | $188K | Hold |
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|
2018
Q3 | $187K | Hold |
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|
2018
Q2 | $164K | Hold |
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|
2018
Q1 | $162K | Hold |
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|
2017
Q4 | $146K | Buy |
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