Aviso 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $539K | Sell |
1,956
-3,327
| -63% | -$917K | 0.25% | 88 |
|
|
2025
Q1 | $1.4M | Sell |
5,283
-5,193
| -50% | -$1.38M | 0.75% | 39 |
|
|
2024
Q4 | $2.43M | Sell |
10,476
-185
| -2% | -$43K | 1.24% | 15 |
|
|
2024
Q3 | $2.35M | Buy |
10,661
+3,191
| +43% | +$704K | 1.28% | 13 |
|
|
2024
Q2 | $1.47M | Buy |
7,470
+5,540
| +287% | +$1.09M | 0.87% | 27 |
|
|
2024
Q1 | $415K | Buy |
1,930
+39
| +2% | +$8.4K | 0.26% | 90 |
|
|
2023
Q4 | $398K | Buy |
+1,891
| New | +$398K | 0.29% | 83 |
|