PWA
Phoenix Wealth Advisors’s CME Group CME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.87M | Sell |
10,418
-1,013
| -9% | -$279K | 1.2% | 23 |
|
|
2025
Q1 | $3.03M | Sell |
11,431
-191
| -2% | -$50.7K | 1.32% | 21 |
|
|
2024
Q4 | $2.7M | Sell |
11,622
-416
| -3% | -$96.6K | 1.17% | 25 |
|
|
2024
Q3 | $2.66M | Buy |
12,038
+26
| +0.2% | +$5.74K | 1.23% | 29 |
|
|
2024
Q2 | $2.36M | Sell |
12,012
-60
| -0.5% | -$11.8K | 1.19% | 28 |
|
|
2024
Q1 | $2.6M | Buy |
12,072
+184
| +2% | +$39.6K | 1.58% | 24 |
|
|
2023
Q4 | $2.49M | Buy |
11,888
+7,077
| +147% | +$1.48M | 1.73% | 22 |
|
|
2023
Q3 | $963K | Buy |
4,811
+259
| +6% | +$51.9K | 0.57% | 38 |
|
|
2023
Q2 | $843K | Buy |
4,552
+151
| +3% | +$28K | 0.49% | 39 |
|
|
2023
Q1 | $843K | Sell |
4,401
-150
| -3% | -$28.7K | 0.52% | 36 |
|
|
2022
Q4 | $765K | Buy |
4,551
+560
| +14% | +$94.2K | 0.46% | 40 |
|
|
2022
Q3 | $707K | Buy |
3,991
+745
| +23% | +$132K | 0.71% | 38 |
|
|
2022
Q2 | $664K | Buy |
3,246
+444
| +16% | +$90.8K | 0.65% | 36 |
|
|
2022
Q1 | $682K | Buy |
2,802
+623
| +29% | +$152K | 0.71% | 34 |
|
|
2021
Q4 | $498K | Buy |
2,179
+1,425
| +189% | +$326K | 0.38% | 64 |
|
|
2021
Q3 | $146K | Buy |
754
+201
| +36% | +$38.9K | 0.11% | 128 |
|
|
2021
Q2 | $115K | Buy |
553
+10
| +2% | +$2.08K | 0.08% | 150 |
|
|
2021
Q1 | $112K | Buy |
543
+22
| +4% | +$4.54K | 0.09% | 146 |
|
|
2020
Q4 | $95K | Buy |
+521
| New | +$95K | 0.07% | 149 |
|