GoalVest Advisory’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 | $121K | Buy |
439
+177
| +68% | +$48.8K | 0.03% | 157 |
|
|
2025
Q1 | $69.5K | Buy |
262
+101
| +63% | +$26.8K | 0.02% | 161 |
|
|
2024
Q4 | $37.4K | Hold |
161
| – | – | 0.01% | 202 |
|
|
2024
Q3 | $35.5K | Buy |
161
+111
| +222% | +$24.5K | 0.01% | 218 |
|
|
2024
Q2 | $9.83K | Sell |
50
-85
| -63% | -$16.7K | ﹤0.01% | 276 |
|
|
2024
Q1 | $29.1K | Sell |
135
-65
| -33% | -$14K | 0.01% | 233 |
|
|
2023
Q4 | $42.1K | Buy |
200
+185
| +1,233% | +$39K | 0.02% | 148 |
|
|
2023
Q3 | $3K | Buy |
+15
| New | +$3K | ﹤0.01% | 389 |
|
|
2023
Q2 | – | Sell |
-60
| Closed | -$11.5K | – | 372 |
|
|
2023
Q1 | $11.5K | Hold |
60
| – | – | 0.01% | 182 |
|
|
2022
Q4 | $10.1K | Hold |
60
| – | – | 0.01% | 183 |
|
|
2022
Q3 | $11K | Hold |
60
| – | – | 0.01% | 181 |
|
|
2022
Q2 | $12K | Hold |
60
| – | – | 0.01% | 247 |
|
|
2022
Q1 | $14K | Buy |
+60
| New | +$14K | 0.01% | 217 |
|
|
2021
Q1 | – | Sell |
-60
| Closed | -$11K | – | 182 |
|
|
2020
Q4 | $11K | Buy |
+60
| New | +$11K | 0.01% | 164 |
|