Independent Advisor Alliance’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 | $2.67M | Sell |
9,678
-89
| -0.9% | -$24.5K | 0.08% | 219 |
|
|
2025
Q1 | $2.59M | Buy |
9,767
+940
| +11% | +$249K | 0.09% | 218 |
|
|
2024
Q4 | $2.05M | Buy |
8,827
+1,692
| +24% | +$393K | 0.03% | 506 |
|
|
2024
Q3 | $1.57M | Buy |
7,135
+175
| +3% | +$38.6K | 0.06% | 256 |
|
|
2024
Q2 | $1.37M | Buy |
6,960
+1,368
| +24% | +$269K | 0.05% | 276 |
|
|
2024
Q1 | $1.2M | Buy |
5,592
+2,203
| +65% | +$474K | 0.04% | 290 |
|
|
2023
Q4 | $714K | Buy |
+3,389
| New | +$714K | 0.03% | 364 |
|
|
2023
Q2 | – | Sell |
-1,146
| Closed | -$220K | – | 676 |
|
|
2023
Q1 | $220K | Buy |
+1,146
| New | +$220K | 0.01% | 591 |
|
|
2019
Q4 | – | Sell |
-1,363
| Closed | -$288K | – | 885 |
|
|
2019
Q3 | $288K | Hold |
1,363
| – | – | 0.04% | 344 |
|
|
2019
Q2 | $265K | Sell |
1,363
-584
| -30% | -$114K | 0.04% | 321 |
|
|
2019
Q1 | $321K | Buy |
1,947
+108
| +6% | +$17.8K | 0.05% | 299 |
|
|
2018
Q4 | $346K | Buy |
1,839
+330
| +22% | +$62.1K | 0.06% | 261 |
|
|
2018
Q3 | $208K | Buy |
+1,509
| New | +$208K | 0.04% | 329 |
|