JFS Wealth Advisors’s CME Group CME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.5K | Hold |
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|
2025
Q1 | $20.7K | Hold |
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|
2024
Q4 | $18.1K | Hold |
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|
2024
Q3 | $17.2K | Hold |
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|
2024
Q2 | $15.3K | Sell |
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|
2024
Q1 | $17K | Sell |
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|
2023
Q4 | $18.5K | Buy |
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|
2023
Q3 | $11.8K | Buy |
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|
2023
Q2 | $10.7K | Hold |
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|
2023
Q1 | $11.1K | Buy |
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|
2022
Q4 | $7.57K | Sell |
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|
2022
Q3 | $13K | Sell |
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|
2022
Q2 | $26K | Buy |
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|
2022
Q1 | $23K | Buy |
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|
2021
Q4 | $11K | Buy |
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|
2021
Q3 | $4K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $5K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $2K | Hold |
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|
2015
Q1 | $2K | Hold |
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|
2014
Q4 | $2K | Buy |
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|
2014
Q3 | $1K | Sell |
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|
2014
Q2 | $1K | Buy |
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