Poinciana Advisors Group’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
$280K Buy
1,016
+11
+1% +$3.03K 0.25% 78
2025
Q1
$267K Sell
1,005
-762
-43% -$202K 0.28% 62
2024
Q4
$410K Buy
+1,767
New +$410K 0.42% 33