SWA
Sutton Wealth Advisors’s CME Group CME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $34.2K | Buy |
171
+24
| +16% | +$4.81K | 0.02% | 274 |
|
|
2023
Q2 | $27.2K | Sell |
147
-40
| -21% | -$7.41K | 0.01% | 308 |
|
|
2023
Q1 | $35.8K | Sell |
187
-934
| -83% | -$179K | 0.02% | 238 |
|
|
2022
Q4 | $189K | Sell |
1,121
-29
| -3% | -$4.88K | 0.07% | 179 |
|
|
2022
Q3 | $204K | Buy |
1,150
+15
| +1% | +$2.66K | 0.08% | 167 |
|
|
2022
Q2 | $232K | Buy |
1,135
+32
| +3% | +$6.55K | 0.09% | 151 |
|
|
2022
Q1 | $262K | Buy |
1,103
+8
| +0.7% | +$1.9K | 0.09% | 151 |
|
|
2021
Q4 | $250K | Hold |
1,095
| – | – | 0.08% | 160 |
|
|
2021
Q3 | $212K | Sell |
1,095
-1
| -0.1% | -$193 | 0.08% | 171 |
|
|
2021
Q2 | $233K | Hold |
1,096
| – | – | 0.09% | 163 |
|
|
2021
Q1 | $224K | Buy |
1,096
+10
| +0.9% | +$2.04K | 0.09% | 161 |
|
|
2020
Q4 | $198K | Buy |
1,086
+9
| +0.8% | +$1.64K | 0.08% | 156 |
|
|
2020
Q3 | $180K | Sell |
1,077
-2
| -0.2% | -$335 | 0.09% | 151 |
|
|
2020
Q2 | $175K | Buy |
1,079
+3
| +0.3% | +$488 | 0.09% | 149 |
|
|
2020
Q1 | $186K | Buy |
1,076
+10
| +0.9% | +$1.73K | 0.12% | 136 |
|
|
2019
Q4 | $214K | Hold |
1,066
| – | – | 0.11% | 145 |
|
|
2019
Q3 | $225K | Hold |
1,066
| – | – | 0.13% | 133 |
|
|
2019
Q2 | $207K | Buy |
1,066
+7
| +0.7% | +$1.36K | 0.12% | 138 |
|
|
2019
Q1 | $174K | Buy |
1,059
+7
| +0.7% | +$1.15K | 0.1% | 153 |
|
|
2018
Q4 | $198K | Hold |
1,052
| – | – | 0.13% | 126 |
|
|
2018
Q3 | $179K | Hold |
1,052
| – | – | 0.12% | 137 |
|
|
2018
Q2 | $172K | Hold |
1,052
| – | – | 0.12% | 136 |
|
|
2018
Q1 | $170K | Hold |
1,052
| – | – | 0.12% | 140 |
|
|
2017
Q4 | $154K | Hold |
1,052
| – | – | 0.11% | 150 |
|
|
2017
Q3 | $143K | Hold |
1,052
| – | – | 0.11% | 159 |
|
|
2017
Q2 | $132K | Hold |
1,052
| – | – | 0.1% | 168 |
|
|
2017
Q1 | $125K | Hold |
1,052
| – | – | 0.1% | 166 |
|
|
2016
Q4 | $121K | Hold |
1,052
| – | – | 0.11% | 163 |
|
|
2016
Q3 | $110K | Hold |
1,052
| – | – | 0.1% | 168 |
|
|
2016
Q2 | $102K | Buy |
1,052
+40
| +4% | +$3.9K | 0.1% | 174 |
|
|
2016
Q1 | $97.2K | Buy |
+1,012
| New | +$97.2K | 0.09% | 178 |
|