BSW Wealth Partners’s CME Group CME Stock Holding History

BSW Wealth Partners’s Portfolio CME Stock Details CME Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$711K	Buy
2025 Q2	$667K	Buy
2025 Q1	$619K	Buy
2024 Q4	$517K	Buy
2024 Q3	$422K	Buy
2024 Q2	$307K	Buy
2024 Q1	$320K	Buy
2023 Q4	$252K	Buy
2023 Q3	$234K	Buy
2022 Q4	–	Sell
2022 Q3	$223K	Buy