KFP
Keystone Financial Planning’s CME Group CME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-36,055
| Closed | -$9.57M | – | 46 |
|
|
2025
Q1 | $9.57M | Buy |
36,055
+43
| +0.1% | +$11.4K | 2.85% | 6 |
|
|
2024
Q4 | $8.36M | Buy |
36,012
+777
| +2% | +$180K | 2.59% | 7 |
|
|
2024
Q3 | $7.77M | Buy |
35,235
+559
| +2% | +$123K | 2.35% | 7 |
|
|
2024
Q2 | $6.82M | Buy |
+34,676
| New | +$6.82M | 2.26% | 9 |
|