Mount Yale Investment 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 | $2.68M | Sell |
9,714
-700
| -7% | -$193K | 0.21% | 98 |
|
|
2025
Q1 | $2.76M | Buy |
10,414
+270
| +3% | +$71.6K | 0.24% | 94 |
|
|
2024
Q4 | $2.36M | Buy |
10,144
+56
| +0.6% | +$13K | 0.19% | 105 |
|
|
2024
Q3 | $2.23M | Buy |
10,088
+398
| +4% | +$87.8K | 0.21% | 105 |
|
|
2024
Q2 | $1.91M | Sell |
9,690
-341
| -3% | -$67K | 0.15% | 128 |
|
|
2024
Q1 | $2.16M | Sell |
10,031
-2,575
| -20% | -$554K | 0.17% | 124 |
|
|
2023
Q4 | $2.65M | Buy |
12,606
+834
| +7% | +$176K | 0.25% | 93 |
|
|
2023
Q3 | $2.36M | Buy |
11,772
+2,281
| +24% | +$457K | 0.26% | 89 |
|
|
2023
Q2 | $1.76M | Buy |
9,491
+2,263
| +31% | +$419K | 0.19% | 118 |
|
|
2023
Q1 | $1.38M | Buy |
7,228
+4,562
| +171% | +$874K | 0.16% | 139 |
|
|
2022
Q4 | $448K | Sell |
2,666
-32
| -1% | -$5.38K | 0.05% | 292 |
|
|
2022
Q3 | $478K | Buy |
+2,698
| New | +$478K | 0.06% | 272 |
|
|
2021
Q3 | – | Sell |
-2,245
| Closed | -$478K | – | 463 |
|
|
2021
Q2 | $478K | Sell |
2,245
-353
| -14% | -$75.2K | 0.06% | 269 |
|
|
2021
Q1 | $531K | Buy |
2,598
+164
| +7% | +$33.5K | 0.07% | 256 |
|
|
2020
Q4 | $443K | Buy |
+2,434
| New | +$443K | 0.06% | 259 |
|
|
2020
Q2 | – | Sell |
-2,700
| Closed | -$467K | – | 338 |
|
|
2020
Q1 | $467K | Buy |
2,700
+627
| +30% | +$108K | 0.11% | 182 |
|
|
2019
Q4 | $450K | Buy |
2,073
+227
| +12% | +$49.3K | 0.08% | 220 |
|
|
2019
Q3 | $372K | Buy |
1,846
+80
| +5% | +$16.1K | 0.07% | 238 |
|
|
2019
Q2 | $369K | Buy |
1,766
+91
| +5% | +$19K | 0.07% | 239 |
|
|
2019
Q1 | $276K | Sell |
1,675
-22
| -1% | -$3.63K | 0.05% | 269 |
|
|
2018
Q4 | $301K | Buy |
1,697
+1,421
| +515% | +$252K | 0.06% | 253 |
|
|
2018
Q3 | $52K | Sell |
276
-160
| -37% | -$30.1K | 0.01% | 589 |
|
|
2018
Q2 | $71K | Sell |
436
-15
| -3% | -$2.44K | 0.01% | 553 |
|
|
2018
Q1 | $73K | Buy |
+451
| New | +$73K | 0.02% | 537 |
|