Optimum 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
Q3 | $176K | Hold |
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|
2025
Q2 | $179K | Hold |
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|
2025
Q1 | $172K | Buy |
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|
2024
Q4 | $116K | Hold |
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|
2024
Q3 | $110K | Hold |
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|
2024
Q2 | $98.3K | Hold |
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|
2024
Q1 | $108K | Hold |
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|
2023
Q4 | $105K | Sell |
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|
2023
Q3 | $100K | Buy |
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|
2023
Q2 | $92.6K | Sell |
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|
2023
Q1 | $101K | Hold |
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|
2022
Q4 | $88.3K | Hold |
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|
2022
Q3 | $93K | Hold |
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|
2022
Q2 | $107K | Hold |
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|
2022
Q1 | $125K | Hold |
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|
2021
Q4 | $120K | Hold |
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|
2021
Q3 | $102K | Hold |
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|
2021
Q2 | $112K | Hold |
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|
2021
Q1 | $107K | Hold |
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|
2020
Q4 | $96K | Sell |
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|
2020
Q3 | $171K | Sell |
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|
2020
Q2 | $249K | Hold |
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|
2020
Q1 | $265K | Buy |
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|
2019
Q4 | $306K | Hold |
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|
2019
Q3 | $322K | Buy |
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|
2019
Q2 | $199K | Hold |
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|
2019
Q1 | $169K | Sell |
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|
2018
Q4 | $195K | Hold |
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|
2018
Q3 | $176K | Hold |
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|
2018
Q2 | $170K | Sell |
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|
2018
Q1 | $182K | Buy |
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|
2015
Q1 | $100K | Hold |
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|
2014
Q4 | $94K | Hold |
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|
2014
Q3 | $85K | Hold |
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|
2014
Q2 | $75K | Hold |
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|
2014
Q1 | $78K | Hold |
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|
2013
Q4 | $83K | Buy |
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|
2013
Q3 | $49K | Buy |
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