EverSource Wealth Advisors’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 | $588K | Buy |
|
|||||
|
2025
Q1 | $403K | Buy |
|
|||||
|
2024
Q4 | $241K | Buy |
|
|||||
|
2024
Q3 | $155K | Sell |
|
|||||
|
2024
Q2 | $173K | Buy |
|
|||||
|
2024
Q1 | $178K | Sell |
|
|||||
|
2023
Q4 | $252K | Sell |
|
|||||
|
2023
Q3 | $283K | Sell |
|
|||||
|
2023
Q2 | $282K | Sell |
|
|||||
|
2023
Q1 | $328K | Buy |
|
|||||
|
2022
Q4 | $261K | Sell |
|
|||||
|
2022
Q3 | $294K | Sell |
|
|||||
|
2022
Q2 | $388K | Buy |
|
|||||
|
2022
Q1 | $339K | Buy |
|
|||||
|
2021
Q4 | $82K | Buy |
|