SOA Wealth Advisors’s CME Group CME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10K | Hold |
36
| – | – | ﹤0.01% | 599 |
|
|
2025
Q1 | $9.66K | Hold |
36
| – | – | ﹤0.01% | 563 |
|
|
2024
Q4 | $8.43K | Hold |
36
| – | – | ﹤0.01% | 565 |
|
|
2024
Q3 | $8.01K | Hold |
36
| – | – | ﹤0.01% | 562 |
|
|
2024
Q2 | $7.13K | Sell |
36
-2
| -5% | -$396 | ﹤0.01% | 573 |
|
|
2024
Q1 | $8.24K | Hold |
38
| – | – | ﹤0.01% | 562 |
|
|
2023
Q4 | $8.04K | Buy |
38
+33
| +660% | +$6.98K | ﹤0.01% | 553 |
|
|
2023
Q3 | $1.03K | Hold |
5
| – | – | ﹤0.01% | 771 |
|
|
2023
Q2 | $949 | Hold |
5
| – | – | ﹤0.01% | 787 |
|
|
2023
Q1 | $977 | Hold |
5
| – | – | ﹤0.01% | 793 |
|
|
2022
Q4 | $855 | Sell |
5
-1
| -17% | -$171 | ﹤0.01% | 806 |
|
|
2022
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 752 |
|
|
2022
Q2 | $1K | Sell |
6
-102
| -94% | -$17K | ﹤0.01% | 741 |
|
|
2022
Q1 | $25K | Hold |
108
| – | – | 0.01% | 417 |
|
|
2021
Q4 | $24K | Hold |
108
| – | – | 0.01% | 414 |
|
|
2021
Q3 | $20K | Buy |
108
+2
| +2% | +$370 | 0.01% | 452 |
|
|
2021
Q2 | $22K | Buy |
106
+48
| +83% | +$9.96K | 0.01% | 442 |
|
|
2021
Q1 | $11K | Sell |
58
-3
| -5% | -$569 | ﹤0.01% | 494 |
|
|
2020
Q4 | $11K | Buy |
+61
| New | +$11K | ﹤0.01% | 490 |
|