Lifeworks 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 | $434K | Sell |
1,575
-131
| -8% | -$36.1K | 0.06% | 215 |
|
|
2025
Q1 | $453K | Buy |
1,706
+363
| +27% | +$96.3K | 0.08% | 192 |
|
|
2024
Q4 | $312K | Sell |
1,343
-1,064
| -44% | -$247K | 0.06% | 230 |
|
|
2024
Q3 | $531K | Buy |
2,407
+133
| +6% | +$29.3K | 0.1% | 156 |
|
|
2024
Q2 | $447K | Sell |
2,274
-73
| -3% | -$14.4K | 0.12% | 134 |
|
|
2024
Q1 | $505K | Buy |
2,347
+998
| +74% | +$215K | 0.14% | 127 |
|
|
2023
Q4 | $284K | Sell |
1,349
-1,207
| -47% | -$254K | 0.1% | 164 |
|
|
2023
Q3 | $512K | Sell |
2,556
-22
| -0.9% | -$4.41K | 0.2% | 119 |
|
|
2023
Q2 | $478K | Sell |
2,578
-73
| -3% | -$13.5K | 0.2% | 105 |
|
|
2023
Q1 | $508K | Buy |
2,651
+213
| +9% | +$40.8K | 0.24% | 102 |
|
|
2022
Q4 | $410K | Sell |
2,438
-555
| -19% | -$93.3K | 0.23% | 90 |
|
|
2022
Q3 | $519K | Sell |
2,993
-193
| -6% | -$33.5K | 0.3% | 87 |
|
|
2022
Q2 | $652K | Buy |
3,186
+132
| +4% | +$27K | 0.41% | 80 |
|
|
2022
Q1 | $726K | Sell |
3,054
-873
| -22% | -$208K | 0.48% | 76 |
|
|
2021
Q4 | $897K | Buy |
+3,927
| New | +$897K | 0.71% | 44 |
|