MBL Wealth’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 | $279K | Sell |
1,011
-57
| -5% | -$15.7K | 0.03% | 198 |
|
2025
Q1 | $283K | Sell |
1,068
-245
| -19% | -$65K | 0.03% | 181 |
|
2024
Q4 | $305K | Buy |
1,313
+309
| +31% | +$71.8K | 0.03% | 172 |
|
2024
Q3 | $222K | Buy |
+1,004
| New | +$222K | 0.02% | 191 |
|
2024
Q2 | – | Sell |
-1,300
| Closed | -$280K | – | 209 |
|
2024
Q1 | $280K | Sell |
1,300
-38
| -3% | -$8.18K | 0.03% | 157 |
|
2023
Q4 | $282K | Buy |
+1,338
| New | +$282K | 0.04% | 142 |
|