SWM
Scissortail Wealth Management’s CME Group CME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.98M | Buy |
21,701
+595
| +3% | +$164K | 1.44% | 22 |
|
|
2025
Q1 | $5.6M | Sell |
21,106
-104
| -0.5% | -$27.6K | 1.44% | 23 |
|
|
2024
Q4 | $4.93M | Buy |
21,210
+20,824
| +5,395% | +$4.84M | 1.26% | 26 |
|
|
2024
Q3 | $4.61M | Sell |
386
-19,874
| -98% | -$237M | 1.12% | 34 |
|
|
2024
Q2 | $3.98M | Buy |
20,260
+336
| +2% | +$66.1K | 1.01% | 34 |
|
|
2024
Q1 | $4.29M | Sell |
19,924
-1,245
| -6% | -$268K | 1.13% | 33 |
|
|
2023
Q4 | $4.33M | Buy |
21,169
+2,216
| +12% | +$454K | 1.37% | 22 |
|
|
2023
Q3 | $4.03M | Buy |
18,953
+299
| +2% | +$63.6K | 3.18% | 10 |
|
|
2023
Q2 | $3.48M | Buy |
18,654
+3,121
| +20% | +$582K | 2.85% | 17 |
|
|
2023
Q1 | $2.97M | Sell |
15,533
-1,386
| -8% | -$265K | 2.68% | 15 |
|
|
2022
Q4 | $3.12M | Buy |
16,919
+2,742
| +19% | +$505K | 1.8% | 18 |
|
|
2022
Q3 | $2.45M | Buy |
14,177
+2,322
| +20% | +$401K | 1.27% | 30 |
|
|
2022
Q2 | $2.71M | Sell |
11,855
-1,629
| -12% | -$372K | 1.04% | 30 |
|
|
2022
Q1 | $2.8M | Buy |
13,484
+1,629
| +14% | +$339K | 1.38% | 26 |
|
|
2021
Q4 | $2.71M | Buy |
+11,855
| New | +$2.71M | 1.04% | 30 |
|