Mount Yale Investment Advisors’s CME Group CME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.68M | Sell |
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|
2025
Q1 | $2.76M | Buy |
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|
2024
Q4 | $2.36M | Buy |
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|
2024
Q3 | $2.23M | Buy |
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|
2024
Q2 | $1.91M | Sell |
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|
2024
Q1 | $2.16M | Sell |
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|
2023
Q4 | $2.65M | Buy |
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|
2023
Q3 | $2.36M | Buy |
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|
2023
Q2 | $1.76M | Buy |
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|
2023
Q1 | $1.38M | Buy |
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|
2022
Q4 | $448K | Sell |
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|
2022
Q3 | $478K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $478K | Sell |
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|
2021
Q1 | $531K | Buy |
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|
2020
Q4 | $443K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $467K | Buy |
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|
2019
Q4 | $450K | Buy |
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|
2019
Q3 | $372K | Buy |
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|
2019
Q2 | $369K | Buy |
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|
2019
Q1 | $276K | Sell |
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|
2018
Q4 | $301K | Buy |
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|
2018
Q3 | $52K | Sell |
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|
2018
Q2 | $71K | Sell |
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|
2018
Q1 | $73K | Buy |
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