Kingswood Wealth Advisors’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 | $341K | Hold |
1,236
| – | – | 0.03% | 531 |
|
|
2025
Q1 | $328K | Sell |
1,236
-191
| -13% | -$50.7K | 0.03% | 511 |
|
|
2024
Q4 | $331K | Sell |
1,427
-4,460
| -76% | -$1.04M | 0.02% | 572 |
|
|
2024
Q3 | $1.3M | Buy |
+5,887
| New | +$1.3M | 0.09% | 243 |
|
|
2024
Q1 | – | Sell |
-3,318
| Closed | -$699K | – | 630 |
|
|
2023
Q4 | $699K | Sell |
3,318
-2,970
| -47% | -$625K | 0.08% | 272 |
|
|
2023
Q3 | $616K | Buy |
+6,288
| New | +$616K | 0.11% | 206 |
|