Koa Wealth Management’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 | $1.8M | Sell |
6,542
-694
| -10% | -$191K | 1.43% | 21 |
|
|
2025
Q1 | $1.92M | Sell |
7,236
-1,124
| -13% | -$298K | 1.55% | 21 |
|
|
2024
Q4 | $1.94M | Sell |
8,360
-1,298
| -13% | -$301K | 1.59% | 22 |
|
|
2024
Q3 | $2.13M | Buy |
9,658
+2,615
| +37% | +$577K | 1.65% | 20 |
|
|
2024
Q2 | $1.38M | Buy |
7,043
+3,021
| +75% | +$594K | 1.17% | 29 |
|
|
2024
Q1 | $866K | Buy |
4,022
+2,545
| +172% | +$548K | 0.78% | 34 |
|
|
2023
Q4 | $311K | Buy |
+1,477
| New | +$311K | 0.31% | 43 |
|