EWM
Evermay Wealth Management’s CME Group CME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $110K | Buy |
400
+50
| +14% | +$13.8K | 0.01% | 254 |
|
|
2025
Q1 | $92.9K | Hold |
350
| – | – | 0.01% | 269 |
|
|
2024
Q4 | $81.3K | Hold |
350
| – | – | 0.01% | 275 |
|
|
2024
Q3 | $77.2K | Sell |
350
-36
| -9% | -$7.94K | 0.01% | 295 |
|
|
2024
Q2 | $75.9K | Hold |
386
| – | – | 0.01% | 302 |
|
|
2024
Q1 | $83.1K | Sell |
386
-3
| -0.8% | -$646 | 0.01% | 301 |
|
|
2023
Q4 | $84K | Sell |
389
-152
| -28% | -$32.8K | 0.02% | 271 |
|
|
2023
Q3 | $108K | Hold |
541
| – | – | 0.02% | 226 |
|
|
2023
Q2 | $100K | Buy |
541
+36
| +7% | +$6.67K | 0.02% | 244 |
|
|
2023
Q1 | $96.7K | Buy |
505
+5
| +1% | +$958 | 0.02% | 241 |
|
|
2022
Q4 | $84.1K | Sell |
500
-50
| -9% | -$8.41K | 0.02% | 240 |
|
|
2022
Q3 | $97K | Hold |
550
| – | – | 0.02% | 220 |
|
|
2022
Q2 | $113K | Buy |
550
+40
| +8% | +$8.22K | 0.02% | 209 |
|
|
2022
Q1 | $121K | Hold |
510
| – | – | 0.02% | 237 |
|
|
2021
Q4 | $117K | Hold |
510
| – | – | 0.02% | 216 |
|
|
2021
Q3 | $99K | Hold |
510
| – | – | 0.02% | 216 |
|
|
2021
Q2 | $108K | Buy |
+510
| New | +$108K | 0.02% | 217 |
|