Confluence Wealth Services’s CME Group CME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $609K | Buy |
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|
2025
Q1 | $578K | Sell |
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|
2024
Q4 | $683K | Sell |
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|
2024
Q3 | $871K | Sell |
|
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|
2024
Q2 | $1.52M | Sell |
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|
2024
Q1 | $1.67M | Buy |
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|
2023
Q4 | $1.59M | Sell |
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|
2023
Q3 | $1.51M | Buy |
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|
2023
Q2 | $1.37M | Buy |
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|
2023
Q1 | $1.41M | Buy |
|
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|
2022
Q4 | $1.11M | Buy |
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|
2022
Q3 | $1.07M | Sell |
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|
2022
Q2 | $1.22M | Buy |
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|
2022
Q1 | $1.38M | Buy |
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|
2021
Q4 | $1.26M | Buy |
|