Phoenix Wealth 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 | $2.87M | Sell |
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|
2025
Q1 | $3.03M | Sell |
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|
2024
Q4 | $2.7M | Sell |
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|
2024
Q3 | $2.66M | Buy |
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|
2024
Q2 | $2.36M | Sell |
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|
2024
Q1 | $2.6M | Buy |
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|
2023
Q4 | $2.49M | Buy |
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|
2023
Q3 | $963K | Buy |
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|
2023
Q2 | $843K | Buy |
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|
2023
Q1 | $843K | Sell |
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|
2022
Q4 | $765K | Buy |
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|
2022
Q3 | $707K | Buy |
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|
2022
Q2 | $664K | Buy |
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|
2022
Q1 | $682K | Buy |
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|
2021
Q4 | $498K | Buy |
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|
2021
Q3 | $146K | Buy |
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|
2021
Q2 | $115K | Buy |
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|
2021
Q1 | $112K | Buy |
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|
2020
Q4 | $95K | Buy |
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