RPWA
Regent Peak Wealth Advisors’s CME Group CME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $372K | Sell |
1,401
-44
| -3% | -$11.7K | 0.09% | 101 |
|
|
2024
Q4 | $336K | Buy |
1,445
+10
| +0.7% | +$2.32K | 0.08% | 110 |
|
|
2024
Q3 | $317K | Buy |
1,435
+8
| +0.6% | +$1.77K | 0.07% | 119 |
|
|
2024
Q2 | $281K | Sell |
1,427
-89
| -6% | -$17.5K | 0.06% | 128 |
|
|
2024
Q1 | $326K | Sell |
1,516
-163
| -10% | -$35.1K | 0.08% | 113 |
|
|
2023
Q4 | $354K | Buy |
1,679
+28
| +2% | +$5.9K | 0.1% | 100 |
|
|
2023
Q3 | $331K | Buy |
1,651
+19
| +1% | +$3.8K | 0.1% | 103 |
|
|
2023
Q2 | $302K | Buy |
1,632
+53
| +3% | +$9.82K | 0.09% | 107 |
|
|
2023
Q1 | $302K | Buy |
1,579
+15
| +1% | +$2.87K | 0.09% | 107 |
|
|
2022
Q4 | $263K | Sell |
1,564
-21
| -1% | -$3.53K | 0.09% | 125 |
|
|
2022
Q3 | $280K | Buy |
1,585
+25
| +2% | +$4.42K | 0.1% | 121 |
|
|
2022
Q2 | $319K | Sell |
1,560
-31
| -2% | -$6.34K | 0.1% | 112 |
|
|
2022
Q1 | $378K | Buy |
1,591
+44
| +3% | +$10.5K | 0.11% | 107 |
|
|
2021
Q4 | $354K | Buy |
1,547
+52
| +3% | +$11.9K | 0.1% | 117 |
|
|
2021
Q3 | $289K | Sell |
1,495
-32
| -2% | -$6.19K | 0.08% | 131 |
|
|
2021
Q2 | $324K | Buy |
1,527
+27
| +2% | +$5.73K | 0.09% | 120 |
|
|
2021
Q1 | $306K | Buy |
1,500
+51
| +4% | +$10.4K | 0.1% | 119 |
|
|
2020
Q4 | $264K | Sell |
1,449
-63
| -4% | -$11.5K | 0.09% | 118 |
|
|
2020
Q3 | $253K | Sell |
1,512
-14
| -0.9% | -$2.34K | 0.11% | 106 |
|
|
2020
Q2 | $248K | Sell |
1,526
-261
| -15% | -$42.4K | 0.11% | 101 |
|
|
2020
Q1 | $309K | Sell |
1,787
-543
| -23% | -$93.9K | 0.17% | 81 |
|
|
2019
Q4 | $467K | Buy |
+2,330
| New | +$467K | 0.21% | 76 |
|