EverSource Wealth Advisors’s CME Group CME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $588K | Buy |
2,133
+615
| +41% | +$170K | 0.03% | 398 |
|
|
2025
Q1 | $403K | Buy |
1,518
+479
| +46% | +$127K | 0.02% | 434 |
|
|
2024
Q4 | $241K | Buy |
1,039
+335
| +48% | +$77.8K | 0.01% | 584 |
|
|
2024
Q3 | $155K | Sell |
704
-190
| -21% | -$41.9K | 0.01% | 642 |
|
|
2024
Q2 | $173K | Buy |
894
+46
| +5% | +$8.91K | 0.01% | 610 |
|
|
2024
Q1 | $178K | Sell |
848
-346
| -29% | -$72.5K | 0.01% | 529 |
|
|
2023
Q4 | $252K | Sell |
1,194
-219
| -15% | -$46.1K | 0.02% | 384 |
|
|
2023
Q3 | $283K | Sell |
1,413
-111
| -7% | -$22.2K | 0.03% | 321 |
|
|
2023
Q2 | $282K | Sell |
1,524
-190
| -11% | -$35.2K | 0.03% | 325 |
|
|
2023
Q1 | $328K | Buy |
1,714
+160
| +10% | +$30.6K | 0.04% | 282 |
|
|
2022
Q4 | $261K | Sell |
1,554
-105
| -6% | -$17.7K | 0.04% | 310 |
|
|
2022
Q3 | $294K | Sell |
1,659
-237
| -13% | -$42K | 0.07% | 243 |
|
|
2022
Q2 | $388K | Buy |
1,896
+471
| +33% | +$96.4K | 0.1% | 182 |
|
|
2022
Q1 | $339K | Buy |
1,425
+1,066
| +297% | +$254K | 0.09% | 195 |
|
|
2021
Q4 | $82K | Buy |
+359
| New | +$82K | 0.02% | 332 |
|