BSW Wealth Partners’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 | $667K | Buy |
2,421
+88
| +4% | +$24.3K | 0.09% | 127 |
|
|
2025
Q1 | $619K | Buy |
2,333
+107
| +5% | +$28.4K | 0.09% | 131 |
|
|
2024
Q4 | $517K | Buy |
2,226
+314
| +16% | +$72.9K | 0.08% | 156 |
|
|
2024
Q3 | $422K | Buy |
1,912
+348
| +22% | +$76.8K | 0.06% | 177 |
|
|
2024
Q2 | $307K | Buy |
1,564
+77
| +5% | +$15.1K | 0.05% | 205 |
|
|
2024
Q1 | $320K | Buy |
1,487
+290
| +24% | +$62.4K | 0.05% | 210 |
|
|
2023
Q4 | $252K | Buy |
1,197
+29
| +2% | +$6.11K | 0.05% | 226 |
|
|
2023
Q3 | $234K | Buy |
+1,168
| New | +$234K | 0.05% | 211 |
|
|
2022
Q4 | – | Sell |
-1,257
| Closed | -$223K | – | 313 |
|
|
2022
Q3 | $223K | Buy |
+1,257
| New | +$223K | 0.05% | 239 |
|