SWS
SYSTM Wealth Solutions’s CME Group CME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9,094
| Closed | -$1.79M | – | 195 |
|
|
2024
Q2 | $1.79M | Sell |
9,094
-1,117
| -11% | -$220K | 0.4% | 79 |
|
|
2024
Q1 | $2.2M | Buy |
10,211
+1,863
| +22% | +$401K | 0.28% | 107 |
|
|
2023
Q4 | $1.76M | Sell |
8,348
-56
| -0.7% | -$11.8K | 0.24% | 120 |
|
|
2023
Q3 | $1.68M | Buy |
8,404
+1,979
| +31% | +$396K | 0.26% | 110 |
|
|
2023
Q2 | $1.19M | Buy |
6,425
+2,795
| +77% | +$518K | 0.16% | 175 |
|
|
2023
Q1 | $695K | Sell |
3,630
-2,172
| -37% | -$416K | 0.11% | 231 |
|
|
2022
Q4 | $976K | Buy |
+5,802
| New | +$976K | 0.12% | 215 |
|