Carolinas Wealth Consulting’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 | – | Sell |
-111
| Closed | -$29.4K | – | 171 |
|
|
2025
Q1 | $29.4K | Hold |
111
| – | – | 0.01% | 404 |
|
|
2024
Q4 | $26.4K | Buy |
111
+7
| +7% | +$1.67K | 0.01% | 440 |
|
|
2024
Q3 | $22.9K | Hold |
104
| – | – | ﹤0.01% | 464 |
|
|
2024
Q2 | $20.4K | Sell |
104
-2
| -2% | -$393 | ﹤0.01% | 476 |
|
|
2024
Q1 | $22.8K | Buy |
106
+6
| +6% | +$1.29K | ﹤0.01% | 466 |
|
|
2023
Q4 | $21.2K | Hold |
100
| – | – | ﹤0.01% | 433 |
|
|
2023
Q3 | $21.2K | Hold |
100
| – | – | 0.01% | 421 |
|
|
2023
Q2 | $18.5K | Hold |
100
| – | – | ﹤0.01% | 491 |
|
|
2023
Q1 | $19.2K | Hold |
100
| – | – | ﹤0.01% | 505 |
|
|
2022
Q4 | $16.9K | Hold |
100
| – | – | ﹤0.01% | 529 |
|
|
2022
Q3 | $18K | Sell |
100
-2
| -2% | -$360 | ﹤0.01% | 453 |
|
|
2022
Q2 | $21K | Hold |
102
| – | – | 0.01% | 439 |
|
|
2022
Q1 | $24K | Hold |
102
| – | – | 0.01% | 449 |
|
|
2021
Q4 | $24K | Buy |
102
+37
| +57% | +$8.71K | 0.01% | 454 |
|
|
2021
Q3 | $13K | Hold |
65
| – | – | ﹤0.01% | 549 |
|
|
2021
Q2 | $14K | Hold |
65
| – | – | ﹤0.01% | 561 |
|
|
2021
Q1 | $13K | Buy |
65
+3
| +5% | +$600 | ﹤0.01% | 585 |
|
|
2020
Q4 | $11K | Buy |
62
+10
| +19% | +$1.77K | ﹤0.01% | 563 |
|
|
2020
Q3 | $9K | Buy |
52
+8
| +18% | +$1.39K | ﹤0.01% | 495 |
|
|
2020
Q2 | $7K | Buy |
+44
| New | +$7K | ﹤0.01% | 365 |
|