Guardian Wealth Advisors (North Carolina)’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 | $355K | Buy |
1,289
+16
| +1% | +$4.41K | 0.03% | 243 |
|
|
2025
Q1 | $338K | Sell |
1,273
-21
| -2% | -$5.57K | 0.03% | 234 |
|
|
2024
Q4 | $301K | Buy |
1,294
+88
| +7% | +$20.4K | 0.02% | 245 |
|
|
2024
Q3 | $266K | Sell |
1,206
-29
| -2% | -$6.4K | 0.03% | 225 |
|
|
2024
Q2 | $243K | Sell |
1,235
-22
| -2% | -$4.33K | 0.03% | 230 |
|
|
2024
Q1 | $271K | Buy |
1,257
+43
| +4% | +$9.26K | 0.03% | 221 |
|
|
2023
Q4 | $256K | Buy |
1,214
+35
| +3% | +$7.37K | 0.04% | 206 |
|
|
2023
Q3 | $236K | Buy |
1,179
+29
| +3% | +$5.81K | 0.04% | 207 |
|
|
2023
Q2 | $213K | Buy |
+1,150
| New | +$213K | 0.04% | 219 |
|