LA
Legacy Advisors’s CME Group CME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,674
| Closed | -$2.3M | – | 95 |
|
|
2025
Q1 | $2.3M | Buy |
8,674
+1,117
| +15% | +$296K | 0.24% | 81 |
|
|
2024
Q4 | $1.8M | Buy |
7,557
+3,341
| +79% | +$795K | 0.17% | 93 |
|
|
2024
Q3 | $930K | Buy |
4,216
+1,320
| +46% | +$291K | 0.1% | 160 |
|
|
2024
Q2 | $569K | Buy |
2,896
+597
| +26% | +$117K | 0.07% | 191 |
|
|
2024
Q1 | $495K | Buy |
2,299
+372
| +19% | +$80.1K | 0.06% | 207 |
|
|
2023
Q4 | $406K | Sell |
1,927
-71
| -4% | -$15K | 0.05% | 210 |
|
|
2023
Q3 | $400K | Buy |
1,998
+42
| +2% | +$8.41K | 0.06% | 204 |
|
|
2023
Q2 | $362K | Buy |
+1,956
| New | +$362K | 0.05% | 200 |
|
|
2019
Q3 | – | Sell |
-558
| Closed | -$108K | – | 158 |
|
|
2019
Q2 | $108K | Hold |
558
| – | – | 0.07% | 157 |
|
|
2019
Q1 | $92K | Buy |
+558
| New | +$92K | 0.03% | 162 |
|
|
2018
Q4 | – | Sell |
-558
| Closed | -$95K | – | 176 |
|
|
2018
Q3 | $95K | Hold |
558
| – | – | 0.05% | 181 |
|
|
2018
Q2 | $91K | Hold |
558
| – | – | 0.07% | 141 |
|
|
2018
Q1 | $91K | Buy |
+558
| New | +$91K | 0.07% | 121 |
|