KWAG
Kiely Wealth Advisory Group’s CME Group CME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $339K | Hold |
1,400
| – | – | 0.22% | 40 |
|
|
2024
Q3 | $318K | Hold |
1,400
| – | – | 0.2% | 38 |
|
|
2024
Q2 | $287K | Sell |
1,400
-100
| -7% | -$20.5K | 0.16% | 33 |
|
|
2024
Q1 | $318K | Hold |
1,500
| – | – | 0.18% | 29 |
|
|
2023
Q4 | $309K | Buy |
+1,500
| New | +$309K | 0.18% | 32 |
|