IWA
Inspirion Wealth Advisors’s CME Group CME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $881K | Buy |
3,195
+35
| +1% | +$9.65K | 0.12% | 69 |
|
|
2025
Q1 | $838K | Hold |
3,160
| – | – | 0.12% | 66 |
|
|
2024
Q4 | $717K | Buy |
3,160
+80
| +3% | +$18.2K | 0.1% | 73 |
|
|
2024
Q3 | $680K | Hold |
3,080
| – | – | 0.1% | 82 |
|
|
2024
Q2 | $606K | Buy |
3,080
+80
| +3% | +$15.7K | 0.09% | 81 |
|
|
2024
Q1 | $646K | Hold |
3,000
| – | – | 0.11% | 79 |
|
|
2023
Q4 | $628K | Hold |
3,000
| – | – | 0.11% | 77 |
|
|
2023
Q3 | $601K | Buy |
3,000
+1,000
| +50% | +$200K | 0.12% | 76 |
|
|
2023
Q2 | $371K | Hold |
2,000
| – | – | 0.07% | 95 |
|
|
2023
Q1 | $383K | Hold |
2,000
| – | – | 0.08% | 92 |
|
|
2022
Q4 | $336K | Hold |
2,000
| – | – | 0.07% | 93 |
|
|
2022
Q3 | $354K | Sell |
2,000
-63
| -3% | -$11.2K | 0.08% | 87 |
|
|
2022
Q2 | $422K | Sell |
2,063
-74
| -3% | -$15.1K | 0.09% | 82 |
|
|
2022
Q1 | $508K | Hold |
2,137
| – | – | 0.1% | 66 |
|
|
2021
Q4 | $488K | Hold |
2,137
| – | – | 0.1% | 63 |
|
|
2021
Q3 | $413K | Hold |
2,137
| – | – | 0.1% | 63 |
|
|
2021
Q2 | $454K | Hold |
2,137
| – | – | 0.11% | 58 |
|
|
2021
Q1 | $436K | Hold |
2,137
| – | – | 0.12% | 58 |
|
|
2020
Q4 | $389K | Hold |
2,137
| – | – | 0.11% | 57 |
|
|
2020
Q3 | $358K | Hold |
2,137
| – | – | 0.12% | 54 |
|
|
2020
Q2 | $347K | Sell |
2,137
-25
| -1% | -$4.06K | 0.14% | 53 |
|
|
2020
Q1 | $374K | Hold |
2,162
| – | – | 0.18% | 46 |
|
|
2019
Q4 | $434K | Buy |
2,162
+25
| +1% | +$5.02K | 0.15% | 46 |
|
|
2019
Q3 | $452K | Hold |
2,137
| – | – | 0.2% | 41 |
|
|
2019
Q2 | $415K | Buy |
2,137
+12
| +0.6% | +$2.33K | 0.18% | 45 |
|
|
2019
Q1 | $350K | Hold |
2,125
| – | – | 0.16% | 52 |
|
|
2018
Q4 | $400K | Hold |
2,125
| – | – | 0.2% | 44 |
|
|
2018
Q3 | $362K | Hold |
2,125
| – | – | 0.15% | 52 |
|
|
2018
Q2 | $348K | Sell |
2,125
-6,000
| -74% | -$983K | 0.16% | 51 |
|
|
2018
Q1 | $1.31M | Buy |
8,125
+2,000
| +33% | +$323K | 0.64% | 25 |
|
|
2017
Q4 | $895K | Sell |
6,125
-3,000
| -33% | -$438K | 0.43% | 25 |
|
|
2017
Q3 | $1.24M | Hold |
9,125
| – | – | 0.63% | 25 |
|
|
2017
Q2 | $1.14M | Sell |
9,125
-3,000
| -25% | -$376K | 0.62% | 24 |
|
|
2017
Q1 | $1.44M | Buy |
+12,125
| New | +$1.44M | 0.81% | 23 |
|