Heritage Wealth Management (Ohio)’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	$330K	Sell	1,198 -160	-12%	-$44.1K	0.11%	178
2025 Q1	$360K	Sell	1,358 -97	-7%	-$25.7K	0.12%	167
2024 Q4	$338K	Buy	1,455 +1	+0.1%	+$232	0.11%	176
2024 Q3	$321K	Hold	1,454	–	–	0.11%	177
2024 Q2	$286K	Buy	+1,454	New	+$286K	0.1%	183