McKinley Carter Wealth Services’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 | $271K | Sell |
982
-145
| -13% | -$40K | 0.02% | 267 |
|
|
2025
Q1 | $299K | Buy |
1,127
+28
| +3% | +$7.43K | 0.02% | 255 |
|
|
2024
Q4 | $255K | Buy |
1,099
+27
| +3% | +$6.27K | 0.02% | 260 |
|
|
2024
Q3 | $237K | Sell |
1,072
-25
| -2% | -$5.52K | 0.01% | 283 |
|
|
2024
Q2 | $216K | Hold |
1,097
| – | – | 0.01% | 287 |
|
|
2024
Q1 | $236K | Sell |
1,097
-100
| -8% | -$21.5K | 0.02% | 276 |
|
|
2023
Q4 | $252K | Sell |
1,197
-94
| -7% | -$19.8K | 0.02% | 269 |
|
|
2023
Q3 | $258K | Sell |
1,291
-100
| -7% | -$20K | 0.02% | 256 |
|
|
2023
Q2 | $258K | Sell |
1,391
-57
| -4% | -$10.6K | 0.02% | 266 |
|
|
2023
Q1 | $277K | Hold |
1,448
| – | – | 0.02% | 255 |
|
|
2022
Q4 | $243K | Sell |
1,448
-291
| -17% | -$48.9K | 0.02% | 265 |
|
|
2022
Q3 | $308K | Sell |
1,739
-70
| -4% | -$12.4K | 0.03% | 234 |
|
|
2022
Q2 | $370K | Sell |
1,809
-71
| -4% | -$14.5K | 0.03% | 223 |
|
|
2022
Q1 | $447K | Buy |
1,880
+46
| +3% | +$10.9K | 0.04% | 205 |
|
|
2021
Q4 | $419K | Hold |
1,834
| – | – | 0.03% | 209 |
|
|
2021
Q3 | $355K | Hold |
1,834
| – | – | 0.03% | 221 |
|
|
2021
Q2 | $390K | Hold |
1,834
| – | – | 0.03% | 217 |
|
|
2021
Q1 | $375K | Buy |
1,834
+71
| +4% | +$14.5K | 0.03% | 214 |
|
|
2020
Q4 | $321K | Buy |
+1,763
| New | +$321K | 0.04% | 203 |
|
|
2018
Q2 | – | Sell |
-879
| Closed | -$142K | – | 200 |
|
|
2018
Q1 | $142K | Buy |
+879
| New | +$142K | 0.05% | 186 |
|