JFS Wealth Advisors’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 | $21.5K | Hold |
78
| – | – | ﹤0.01% | 642 |
|
|
2025
Q1 | $20.7K | Hold |
78
| – | – | ﹤0.01% | 651 |
|
|
2024
Q4 | $18.1K | Hold |
78
| – | – | ﹤0.01% | 673 |
|
|
2024
Q3 | $17.2K | Hold |
78
| – | – | ﹤0.01% | 673 |
|
|
2024
Q2 | $15.3K | Sell |
78
-1
| -1% | -$197 | ﹤0.01% | 665 |
|
|
2024
Q1 | $17K | Sell |
79
-9
| -10% | -$1.94K | ﹤0.01% | 660 |
|
|
2023
Q4 | $18.5K | Buy |
88
+29
| +49% | +$6.11K | ﹤0.01% | 603 |
|
|
2023
Q3 | $11.8K | Buy |
59
+1
| +2% | +$200 | ﹤0.01% | 674 |
|
|
2023
Q2 | $10.7K | Hold |
58
| – | – | ﹤0.01% | 708 |
|
|
2023
Q1 | $11.1K | Buy |
58
+13
| +29% | +$2.49K | ﹤0.01% | 682 |
|
|
2022
Q4 | $7.57K | Sell |
45
-31
| -41% | -$5.21K | ﹤0.01% | 819 |
|
|
2022
Q3 | $13K | Sell |
76
-52
| -41% | -$8.9K | ﹤0.01% | 656 |
|
|
2022
Q2 | $26K | Buy |
128
+33
| +35% | +$6.7K | ﹤0.01% | 536 |
|
|
2022
Q1 | $23K | Buy |
95
+49
| +107% | +$11.9K | ﹤0.01% | 566 |
|
|
2021
Q4 | $11K | Buy |
46
+23
| +100% | +$5.5K | ﹤0.01% | 672 |
|
|
2021
Q3 | $4K | Buy |
+23
| New | +$4K | ﹤0.01% | 730 |
|
|
2016
Q1 | – | Sell |
-59
| Closed | -$5K | – | 634 |
|
|
2015
Q4 | $5K | Buy |
+59
| New | +$5K | ﹤0.01% | 446 |
|
|
2015
Q3 | – | Sell |
-23
| Closed | -$2K | – | 491 |
|
|
2015
Q2 | $2K | Hold |
23
| – | – | ﹤0.01% | 463 |
|
|
2015
Q1 | $2K | Hold |
23
| – | – | ﹤0.01% | 459 |
|
|
2014
Q4 | $2K | Buy |
23
+8
| +53% | +$696 | ﹤0.01% | 476 |
|
|
2014
Q3 | $1K | Sell |
15
-3
| -17% | -$200 | ﹤0.01% | 453 |
|
|
2014
Q2 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 450 |
|