Joel Isaacson & Co’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 | $334K | Hold |
1,210
| – | – | 0.01% | 310 |
|
|
2025
Q1 | $321K | Hold |
1,210
| – | – | 0.01% | 306 |
|
|
2024
Q4 | $281K | Hold |
1,210
| – | – | 0.01% | 308 |
|
|
2024
Q3 | $267K | Sell |
1,210
-245
| -17% | -$54.1K | 0.01% | 304 |
|
|
2024
Q2 | $286K | Hold |
1,455
| – | – | 0.02% | 284 |
|
|
2024
Q1 | $313K | Buy |
+1,455
| New | +$313K | 0.02% | 270 |
|
|
2014
Q4 | – | Sell |
-111
| Closed | -$9K | – | 639 |
|
|
2014
Q3 | $9K | Buy |
+111
| New | +$9K | ﹤0.01% | 496 |
|