Smith Salley Wealth Management’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 | $2.27M | Buy |
8,231
+211
| +3% | +$58.2K | 0.13% | 108 |
|
|
2025
Q1 | $2.13M | Sell |
8,020
-6
| -0.1% | -$1.59K | 0.14% | 101 |
|
|
2024
Q4 | $1.86M | Buy |
8,026
+1
| +0% | +$232 | 0.12% | 108 |
|
|
2024
Q3 | $1.77M | Buy |
8,025
+240
| +3% | +$53K | 0.12% | 111 |
|
|
2024
Q2 | $1.53M | Buy |
7,785
+19
| +0.2% | +$3.74K | 0.11% | 111 |
|
|
2024
Q1 | $1.67M | Sell |
7,766
-3,289
| -30% | -$708K | 0.13% | 104 |
|
|
2023
Q4 | $2.33M | Sell |
11,055
-312
| -3% | -$65.7K | 0.15% | 101 |
|
|
2023
Q3 | $2.28M | Sell |
11,367
-251
| -2% | -$50.3K | 0.17% | 96 |
|
|
2023
Q2 | $2.15M | Buy |
11,618
+287
| +3% | +$53.2K | 0.16% | 97 |
|
|
2023
Q1 | $2.17M | Buy |
11,331
+259
| +2% | +$49.6K | 0.17% | 95 |
|
|
2022
Q4 | $1.86M | Hold |
11,072
| – | – | 0.16% | 104 |
|
|
2022
Q3 | $1.96M | Buy |
11,072
+86
| +0.8% | +$15.2K | 0.18% | 96 |
|
|
2022
Q2 | $2.25M | Buy |
10,986
+751
| +7% | +$154K | 0.19% | 94 |
|
|
2022
Q1 | $2.43M | Buy |
10,235
+142
| +1% | +$33.8K | 0.18% | 96 |
|
|
2021
Q4 | $2.31M | Sell |
10,093
-42
| -0.4% | -$9.6K | 0.16% | 105 |
|
|
2021
Q3 | $1.96M | Buy |
10,135
+427
| +4% | +$82.6K | 0.15% | 105 |
|
|
2021
Q2 | $2.07M | Buy |
9,708
+26
| +0.3% | +$5.53K | 0.17% | 99 |
|
|
2021
Q1 | $1.98M | Buy |
9,682
+281
| +3% | +$57.4K | 0.18% | 91 |
|
|
2020
Q4 | $1.71M | Sell |
9,401
-190
| -2% | -$34.6K | 0.17% | 92 |
|
|
2020
Q3 | $1.61M | Buy |
9,591
+77
| +0.8% | +$12.9K | 0.19% | 89 |
|
|
2020
Q2 | $1.55M | Buy |
+9,514
| New | +$1.55M | 0.21% | 84 |
|