TWM
TriaGen Wealth Management’s CME Group CME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38M | Hold |
8,626
| – | – | 0.72% | 38 |
|
|
2025
Q1 | $2.29M | Buy |
+8,626
| New | +$2.29M | 0.81% | 29 |
|
|
2022
Q2 | – | Sell |
-15,235
| Closed | -$3.62M | – | 163 |
|
|
2022
Q1 | $3.62M | Buy |
15,235
+6,515
| +75% | +$1.55M | 1.88% | 8 |
|
|
2021
Q4 | $1.99M | Hold |
8,720
| – | – | 0.98% | 31 |
|
|
2021
Q3 | $1.69M | Sell |
8,720
-25
| -0.3% | -$4.83K | 0.92% | 34 |
|
|
2021
Q2 | $1.86M | Sell |
8,745
-8,835
| -50% | -$1.87M | 0.96% | 31 |
|
|
2021
Q1 | $3.59M | Buy |
+17,580
| New | +$3.59M | 2.06% | 5 |
|