Bogart Wealth LLC’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
$16.2M Buy
58,669
+1,042
+2% +$287K 0.69% 27
2025
Q1
$15.3M Sell
57,627
-7,083
-11% -$1.88M 0.72% 23
2024
Q4
$15M Sell
64,710
-546
-0.8% -$127K 0.71% 25
2024
Q3
$14.4M Buy
65,256
+6,330
+11% +$1.4M 0.68% 29
2024
Q2
$11.6M Buy
58,926
+660
+1% +$130K 0.59% 33
2024
Q1
$12.5M Buy
58,266
+19,075
+49% +$4.11M 0.65% 27
2023
Q4
$8.25M Buy
39,191
+8,717
+29% +$1.84M 0.47% 50
2023
Q3
$6.1M Buy
30,474
+500
+2% +$100K 0.38% 65
2023
Q2
$5.55M Buy
+29,974
New +$5.55M 0.35% 74