Kestra Private Wealth Services’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 | $2.09M | Buy |
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|
2025
Q1 | $1.35M | Buy |
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|
2024
Q4 | $1.1M | Buy |
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|
2024
Q3 | $780K | Sell |
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|
2024
Q2 | $997K | Sell |
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|
2024
Q1 | $1.49M | Buy |
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|
2023
Q4 | $1.11M | Buy |
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|
2023
Q3 | $492K | Buy |
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|
2023
Q2 | $350K | Buy |
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|
2023
Q1 | $345K | Buy |
|
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|
2022
Q4 | $291K | Sell |
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|
2022
Q3 | $316K | Sell |
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|
2022
Q2 | $413K | Buy |
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|
2022
Q1 | $425K | Sell |
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|
2021
Q4 | $428K | Buy |
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|
2021
Q3 | $352K | Buy |
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|
2021
Q2 | $349K | Buy |
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|
2021
Q1 | $332K | Sell |
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|
2020
Q4 | $563K | Sell |
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|
2020
Q3 | $1.11M | Buy |
|