SWM
Selective Wealth Management’s CME Group CME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-130
| Closed | -$23K | – | 220 |
|
|
2022
Q3 | $23K | Hold |
130
| – | – | 0.01% | 402 |
|
|
2022
Q2 | $27K | Hold |
130
| – | – | 0.01% | 426 |
|
|
2022
Q1 | $31K | Hold |
130
| – | – | 0.01% | 383 |
|
|
2021
Q4 | $30K | Hold |
130
| – | – | 0.01% | 350 |
|
|
2021
Q3 | $25K | Hold |
130
| – | – | 0.01% | 341 |
|
|
2021
Q2 | $28K | Hold |
130
| – | – | 0.02% | 248 |
|
|
2021
Q1 | $27K | Hold |
130
| – | – | 0.02% | 170 |
|
|
2020
Q4 | $24K | Buy |
+130
| New | +$24K | 0.02% | 164 |
|