MWA
Moser Wealth Advisors’s CME Group CME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,815
| Closed | -$872K | – | 135 |
|
|
2021
Q4 | $872K | Sell |
3,815
-190
| -5% | -$43.4K | 0.53% | 42 |
|
|
2021
Q3 | $774K | Buy |
4,005
+725
| +22% | +$140K | 0.49% | 46 |
|
|
2021
Q2 | $698K | Buy |
3,280
+65
| +2% | +$13.8K | 0.45% | 49 |
|
|
2021
Q1 | $657K | Hold |
3,215
| – | – | 0.46% | 49 |
|
|
2020
Q4 | $585K | Buy |
3,215
+320
| +11% | +$58.2K | 0.43% | 46 |
|
|
2020
Q3 | $484K | Buy |
2,895
+2,430
| +523% | +$406K | 0.38% | 44 |
|
|
2020
Q2 | $76K | Hold |
465
| – | – | 0.07% | 68 |
|
|
2020
Q1 | $80K | Hold |
465
| – | – | 0.09% | 66 |
|
|
2019
Q4 | $93K | Buy |
+465
| New | +$93K | 0.09% | 71 |
|