TWD
True Wealth Design’s CME Group CME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $195K | Buy |
708
+9
| +1% | +$2.48K | 0.07% | 49 |
|
|
2025
Q1 | $185K | Buy |
699
+31
| +5% | +$8.22K | 0.07% | 37 |
|
|
2024
Q4 | $155K | Buy |
668
+89
| +15% | +$20.7K | 0.06% | 38 |
|
|
2024
Q3 | $128K | Buy |
+579
| New | +$128K | 0.05% | 43 |
|
|
2024
Q2 | – | Sell |
-24
| Closed | -$5.17K | – | 788 |
|
|
2024
Q1 | $5.17K | Hold |
24
| – | – | ﹤0.01% | 276 |
|
|
2023
Q4 | $5.06K | Buy |
+24
| New | +$5.06K | ﹤0.01% | 266 |
|