Triad Wealth Partners’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 | $356K | Buy |
1,290
+5
| +0.4% | +$1.38K | 0.07% | 193 |
|
|
2025
Q1 | $341K | Buy |
1,285
+32
| +3% | +$8.49K | 0.11% | 143 |
|
|
2024
Q4 | $291K | Buy |
+1,253
| New | +$291K | 0.11% | 137 |
|
|
2024
Q3 | – | Sell |
-935
| Closed | -$184K | – | 210 |
|
|
2024
Q2 | $184K | Buy |
+935
| New | +$184K | 0.1% | 100 |
|