KWM
Kingsview Wealth Management’s CME Group CME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $843K | Sell |
3,059
-8
| -0.3% | -$2.21K | 0.01% | 632 |
|
|
2025
Q1 | $814K | Sell |
3,067
-8,609
| -74% | -$2.28M | 0.02% | 597 |
|
|
2024
Q4 | $2.71M | Buy |
11,676
+8,147
| +231% | +$1.89M | 0.05% | 319 |
|
|
2024
Q3 | $779K | Sell |
3,529
-38
| -1% | -$8.39K | 0.02% | 594 |
|
|
2024
Q2 | $701K | Buy |
3,567
+54
| +2% | +$10.6K | 0.02% | 590 |
|
|
2024
Q1 | $756K | Buy |
3,513
+632
| +22% | +$136K | 0.02% | 571 |
|
|
2023
Q4 | $607K | Buy |
2,881
+116
| +4% | +$24.4K | 0.02% | 596 |
|
|
2023
Q3 | $554K | Buy |
2,765
+39
| +1% | +$7.81K | 0.02% | 593 |
|
|
2023
Q2 | $505K | Sell |
2,726
-97
| -3% | -$18K | 0.02% | 588 |
|
|
2023
Q1 | $541K | Sell |
2,823
-2,365
| -46% | -$453K | 0.02% | 552 |
|
|
2022
Q4 | $872K | Sell |
5,188
-4,090
| -44% | -$688K | 0.04% | 373 |
|
|
2022
Q3 | $1.64M | Buy |
9,278
+118
| +1% | +$20.9K | 0.08% | 250 |
|
|
2022
Q2 | $1.88M | Buy |
9,160
+816
| +10% | +$167K | 0.09% | 228 |
|
|
2022
Q1 | $1.98M | Sell |
8,344
-11
| -0.1% | -$2.62K | 0.09% | 244 |
|
|
2021
Q4 | $1.91M | Sell |
8,355
-28
| -0.3% | -$6.4K | 0.08% | 252 |
|
|
2021
Q3 | $1.62M | Sell |
8,383
-28
| -0.3% | -$5.41K | 0.08% | 266 |
|
|
2021
Q2 | $1.8M | Buy |
8,411
+894
| +12% | +$191K | 0.09% | 243 |
|
|
2021
Q1 | $1.54M | Sell |
7,517
-332
| -4% | -$68.1K | 0.09% | 236 |
|
|
2020
Q4 | $1.43M | Sell |
7,849
-406
| -5% | -$73.9K | 0.1% | 206 |
|
|
2020
Q3 | $1.38M | Sell |
8,255
-233
| -3% | -$39K | 0.12% | 175 |
|
|
2020
Q2 | $1.38M | Sell |
8,488
-19
| -0.2% | -$3.09K | 0.14% | 164 |
|
|
2020
Q1 | $1.47M | Buy |
8,507
+407
| +5% | +$70.4K | 0.2% | 133 |
|
|
2019
Q4 | $1.63M | Buy |
8,100
+119
| +1% | +$23.9K | 0.2% | 139 |
|
|
2019
Q3 | $1.69M | Sell |
7,981
-76
| -0.9% | -$16.1K | 0.27% | 113 |
|
|
2019
Q2 | $1.56M | Sell |
8,057
-63
| -0.8% | -$12.2K | 0.26% | 108 |
|
|
2019
Q1 | $1.34M | Buy |
8,120
+308
| +4% | +$50.7K | 0.2% | 135 |
|
|
2018
Q4 | $1.47M | Buy |
7,812
+188
| +2% | +$35.4K | 0.32% | 100 |
|
|
2018
Q3 | $1.3M | Buy |
7,624
+87
| +1% | +$14.8K | 0.26% | 115 |
|
|
2018
Q2 | $1.24M | Sell |
7,537
-100
| -1% | -$16.4K | 0.3% | 107 |
|
|
2018
Q1 | $1.24M | Buy |
7,637
+1
| +0% | +$162 | 0.31% | 96 |
|
|
2017
Q4 | $1.12M | Buy |
7,636
+117
| +2% | +$17.1K | 0.4% | 70 |
|
|
2017
Q3 | $1.02M | Sell |
7,519
-31
| -0.4% | -$4.21K | 0.45% | 66 |
|
|
2017
Q2 | $946K | Sell |
7,550
-310
| -4% | -$38.8K | 0.49% | 61 |
|
|
2017
Q1 | $772K | Buy |
+7,860
| New | +$772K | 0.46% | 72 |
|