SPWG
Sage Private Wealth Group’s CME Group CME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $882K | Sell |
3,200
-319
| -9% | -$87.9K | 0.57% | 19 |
|
|
2025
Q1 | $934K | Buy |
3,519
+12
| +0.3% | +$3.18K | 0.71% | 14 |
|
|
2024
Q4 | $814K | Sell |
3,507
-232
| -6% | -$53.9K | 0.61% | 17 |
|
|
2024
Q3 | $825K | Sell |
3,739
-517
| -12% | -$114K | 0.65% | 14 |
|
|
2024
Q2 | $837K | Buy |
4,256
+1,919
| +82% | +$377K | 0.7% | 13 |
|
|
2024
Q1 | $503K | Sell |
2,337
-70
| -3% | -$15.1K | 0.4% | 32 |
|
|
2023
Q4 | $507K | Sell |
2,407
-333
| -12% | -$70.1K | 0.45% | 22 |
|
|
2023
Q3 | $549K | Sell |
2,740
-875
| -24% | -$175K | 0.76% | 12 |
|
|
2023
Q2 | $670K | Sell |
3,615
-23,185
| -87% | -$4.3M | 0.91% | 10 |
|
|
2023
Q1 | $5.13M | Sell |
26,800
-1,067
| -4% | -$204K | 5.89% | 8 |
|
|
2022
Q4 | $4.69M | Sell |
27,867
-892
| -3% | -$150K | 5.56% | 8 |
|
|
2022
Q3 | $5.09M | Sell |
28,759
-1,605
| -5% | -$284K | 6.73% | 5 |
|
|
2022
Q2 | $6.22M | Sell |
30,364
-21,710
| -42% | -$4.44M | 8.94% | 4 |
|
|
2022
Q1 | $7.39M | Buy |
52,074
+1,778
| +4% | +$252K | 7.19% | 5 |
|
|
2021
Q4 | $6.69M | Buy |
50,296
+21,118
| +72% | +$2.81M | 8.32% | 4 |
|
|
2021
Q3 | $5.64M | Buy |
29,178
+375
| +1% | +$72.5K | 7.8% | 4 |
|
|
2021
Q2 | $6.13M | Buy |
28,803
+27,698
| +2,507% | +$5.89M | 8.29% | 4 |
|
|
2021
Q1 | $226K | Sell |
1,105
-46
| -4% | -$9.41K | 0.39% | 34 |
|
|
2020
Q4 | $209K | Buy |
+1,151
| New | +$209K | 0.58% | 34 |
|