SVWAG
Sound View Wealth Advisors Group’s CME Group CME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $634K | Sell |
2,302
-1,553
| -40% | -$428K | 0.05% | 242 |
|
|
2025
Q1 | $1.02M | Buy |
3,855
+1,423
| +59% | +$378K | 0.08% | 171 |
|
|
2024
Q4 | $565K | Buy |
2,432
+127
| +6% | +$29.5K | 0.05% | 248 |
|
|
2024
Q3 | $509K | Sell |
2,305
-1,006
| -30% | -$222K | 0.04% | 252 |
|
|
2024
Q2 | $651K | Sell |
3,311
-3,285
| -50% | -$646K | 0.07% | 210 |
|
|
2024
Q1 | $1.42M | Buy |
6,596
+931
| +16% | +$200K | 0.15% | 134 |
|
|
2023
Q4 | $1.19M | Sell |
5,665
-12
| -0.2% | -$2.53K | 0.13% | 145 |
|
|
2023
Q3 | $1.14M | Buy |
5,677
+90
| +2% | +$18K | 0.14% | 135 |
|
|
2023
Q2 | $1.04M | Sell |
5,587
-101
| -2% | -$18.7K | 0.14% | 142 |
|
|
2023
Q1 | $1.09M | Buy |
5,688
+23
| +0.4% | +$4.41K | 0.15% | 131 |
|
|
2022
Q4 | $1.19M | Buy |
5,665
+360
| +7% | +$75.8K | 0.13% | 145 |
|
|
2022
Q3 | $940K | Sell |
5,305
-25
| -0.5% | -$4.43K | 0.21% | 107 |
|
|
2022
Q2 | $1.09M | Sell |
5,330
-5
| -0.1% | -$1.02K | 0.23% | 107 |
|
|
2022
Q1 | $1.27M | Buy |
5,335
+33
| +0.6% | +$7.85K | 0.24% | 104 |
|
|
2021
Q4 | $1.21M | Sell |
5,302
-76
| -1% | -$17.4K | 0.23% | 108 |
|
|
2021
Q3 | $1.04M | Buy |
5,378
+126
| +2% | +$24.4K | 0.22% | 111 |
|
|
2021
Q2 | $1.12M | Sell |
5,252
-103
| -2% | -$21.9K | 0.23% | 104 |
|
|
2021
Q1 | $1.09M | Sell |
5,355
-238
| -4% | -$48.6K | 0.25% | 94 |
|
|
2020
Q4 | $1.02M | Sell |
5,593
-403
| -7% | -$73.4K | 0.25% | 96 |
|
|
2020
Q3 | $1M | Sell |
5,996
-413
| -6% | -$69.1K | 0.26% | 93 |
|
|
2020
Q2 | $1.04M | Sell |
6,409
-493
| -7% | -$80.2K | 0.29% | 91 |
|
|
2020
Q1 | $1.19M | Sell |
6,902
-347
| -5% | -$60K | 0.41% | 71 |
|
|
2019
Q4 | $1.46M | Sell |
7,249
-507
| -7% | -$102K | 0.41% | 74 |
|
|
2019
Q3 | $1.64M | Sell |
7,756
-399
| -5% | -$84.3K | 0.49% | 65 |
|
|
2019
Q2 | $1.58M | Buy |
+8,155
| New | +$1.58M | 0.47% | 65 |
|