Phillips Wealth Planners’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 | $621K | Buy |
2,252
+160
| +8% | +$44.1K | 0.56% | 57 |
|
|
2025
Q1 | $547K | Sell |
2,092
-125
| -6% | -$32.7K | 0.58% | 56 |
|
|
2024
Q4 | $508K | Buy |
2,217
+305
| +16% | +$69.9K | 0.51% | 63 |
|
|
2024
Q3 | $434K | Sell |
1,912
-360
| -16% | -$81.8K | 0.42% | 76 |
|
|
2024
Q2 | $440K | Buy |
2,272
+121
| +6% | +$23.4K | 0.46% | 75 |
|
|
2024
Q1 | $444K | Buy |
2,151
+250
| +13% | +$51.6K | 0.51% | 65 |
|
|
2023
Q4 | $386K | Buy |
1,901
+336
| +21% | +$68.2K | 0.46% | 74 |
|
|
2023
Q3 | $335K | Sell |
1,565
-257
| -14% | -$55K | 0.45% | 83 |
|
|
2023
Q2 | $338K | Sell |
1,822
-383
| -17% | -$71K | 0.44% | 87 |
|
|
2023
Q1 | $412K | Buy |
2,205
+7
| +0.3% | +$1.31K | 0.54% | 66 |
|
|
2022
Q4 | $407K | Buy |
+2,198
| New | +$407K | 0.71% | 50 |
|