TFO Wealth Partners’s CME Group CME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-21
| Closed | -$4.52K | – | 199 |
|
|
2024
Q1 | $4.52K | Hold |
21
| – | – | ﹤0.01% | 107 |
|
|
2023
Q4 | $4.42K | Hold |
21
| – | – | ﹤0.01% | 113 |
|
|
2023
Q3 | $3.89K | Hold |
21
| – | – | ﹤0.01% | 181 |
|
|
2023
Q2 | $3.89K | Hold |
21
| – | – | ﹤0.01% | 170 |
|
|
2023
Q1 | $4.02K | Buy |
+21
| New | +$4.02K | ﹤0.01% | 133 |
|
|
2022
Q3 | – | Sell |
-4
| Closed | -$1K | – | 202 |
|
|
2022
Q2 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 386 |
|
|
2020
Q4 | – | Sell |
-574
| Closed | -$96K | – | 93 |
|
|
2020
Q3 | $96K | Hold |
574
| – | – | 0.04% | 40 |
|
|
2020
Q2 | $93K | Hold |
574
| – | – | 0.04% | 40 |
|
|
2020
Q1 | $99K | Hold |
574
| – | – | 0.04% | 45 |
|
|
2019
Q4 | $115K | Buy |
+574
| New | +$115K | 0.11% | 45 |
|