Sugarloaf Wealth Management’s CME Group CME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $34.8K | Hold |
150
| – | – | 0.01% | 340 |
|
|
2024
Q3 | $33.1K | Hold |
150
| – | – | 0.01% | 349 |
|
|
2024
Q2 | $29.5K | Hold |
150
| – | – | 0.01% | 346 |
|
|
2024
Q1 | $32.3K | Hold |
150
| – | – | 0.01% | 341 |
|
|
2023
Q4 | $31.6K | Sell |
150
-33
| -18% | -$6.95K | 0.01% | 337 |
|
|
2023
Q3 | $36.7K | Hold |
183
| – | – | 0.01% | 324 |
|
|
2023
Q2 | $33.9K | Buy |
183
+1
| +0.5% | +$185 | 0.01% | 330 |
|
|
2023
Q1 | $35K | Hold |
182
| – | – | 0.01% | 330 |
|
|
2022
Q4 | $30.6K | Hold |
182
| – | – | 0.01% | 353 |
|
|
2022
Q3 | $33K | Hold |
182
| – | – | 0.01% | 346 |
|
|
2022
Q2 | $37K | Buy |
182
+1
| +0.6% | +$203 | 0.01% | 323 |
|
|
2022
Q1 | $43K | Hold |
181
| – | – | 0.01% | 299 |
|
|
2021
Q4 | $41K | Hold |
181
| – | – | 0.01% | 316 |
|
|
2021
Q3 | $35K | Hold |
181
| – | – | 0.01% | 325 |
|
|
2021
Q2 | $38K | Buy |
181
+1
| +0.6% | +$210 | 0.01% | 309 |
|
|
2021
Q1 | $37 | Hold |
180
| – | – | 0.01% | 311 |
|
|
2020
Q4 | $33K | Hold |
180
| – | – | 0.01% | 304 |
|
|
2020
Q3 | $30K | Hold |
180
| – | – | 0.01% | 304 |
|
|
2020
Q2 | $29K | Buy |
180
+1
| +0.6% | +$161 | 0.01% | 303 |
|
|
2020
Q1 | $31K | Hold |
179
| – | – | 0.01% | 276 |
|
|
2019
Q4 | $36K | Buy |
+179
| New | +$36K | 0.02% | 282 |
|