MSWM
Mowery & Schoenfeld Wealth Management’s CME Group CME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.3K | Sell |
128
-44
| -26% | -$12.1K | 0.05% | 138 |
|
|
2025
Q1 | $45.6K | Sell |
172
-15
| -8% | -$3.98K | 0.09% | 138 |
|
|
2024
Q4 | $43.4K | Sell |
187
-2,288
| -92% | -$531K | 0.08% | 119 |
|
|
2024
Q3 | $546K | Buy |
2,475
+44
| +2% | +$9.71K | 0.86% | 18 |
|
|
2024
Q2 | $478K | Buy |
2,431
+2,406
| +9,624% | +$473K | 0.69% | 20 |
|
|
2024
Q1 | $5.38K | Sell |
25
-9
| -26% | -$1.94K | 0.01% | 122 |
|
|
2023
Q4 | $7.16K | Buy |
+34
| New | +$7.16K | 0.01% | 120 |
|