SIA
Schechter Investment Advisors’s CME Group CME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $9.16M | Sell |
34,524
-10,575
| -23% | -$2.81M | 0.75% | 23 |
|
|
2024
Q4 | $10.5M | Sell |
45,099
-608
| -1% | -$141K | 0.8% | 22 |
|
|
2024
Q3 | $10.1M | Buy |
45,707
+261
| +0.6% | +$57.6K | 0.74% | 27 |
|
|
2024
Q2 | $8.93M | Sell |
45,446
-1,614
| -3% | -$317K | 0.67% | 32 |
|
|
2024
Q1 | $10.1M | Sell |
47,060
-58
| -0.1% | -$12.5K | 0.76% | 29 |
|
|
2023
Q4 | $9.92M | Sell |
47,118
-351
| -0.7% | -$73.9K | 0.86% | 25 |
|
|
2023
Q3 | $9.5M | Buy |
47,469
+274
| +0.6% | +$54.9K | 0.92% | 22 |
|
|
2023
Q2 | $8.74M | Sell |
47,195
-690
| -1% | -$128K | 0.79% | 24 |
|
|
2023
Q1 | $9.17M | Buy |
47,885
+4,621
| +11% | +$885K | 0.85% | 20 |
|
|
2022
Q4 | $7.28M | Sell |
43,264
-1,011
| -2% | -$170K | 0.66% | 16 |
|
|
2022
Q3 | $7.84M | Sell |
44,275
-30
| -0.1% | -$5.31K | 0.77% | 14 |
|
|
2022
Q2 | $9.07M | Sell |
44,305
-810
| -2% | -$166K | 0.88% | 11 |
|
|
2022
Q1 | $10.7M | Buy |
45,115
+207
| +0.5% | +$49.2K | 1% | 9 |
|
|
2021
Q4 | $10.3M | Buy |
+44,908
| New | +$10.3M | 0.93% | 12 |
|