Trifecta Capital Advisors’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 | $31K | Buy |
113
+42
| +59% | +$11.5K | 0.01% | 194 |
|
|
2025
Q1 | $18.7K | Buy |
71
+1
| +1% | +$264 | ﹤0.01% | 191 |
|
|
2024
Q4 | $16.2K | Hold |
70
| – | – | ﹤0.01% | 197 |
|
|
2024
Q3 | $15.4K | Buy |
70
+1
| +1% | +$219 | ﹤0.01% | 202 |
|
|
2024
Q2 | $13.7K | Sell |
69
-6,106
| -99% | -$1.21M | ﹤0.01% | 206 |
|
|
2024
Q1 | $1.33M | Buy |
6,175
+159
| +3% | +$34.2K | 0.32% | 55 |
|
|
2023
Q4 | $1.27M | Buy |
6,016
+105
| +2% | +$22.1K | 0.35% | 52 |
|
|
2023
Q3 | $1.18M | Sell |
5,911
-34
| -0.6% | -$6.81K | 0.38% | 51 |
|
|
2023
Q2 | $1.1M | Hold |
5,945
| – | – | 0.35% | 54 |
|
|
2023
Q1 | $1.14M | Buy |
5,945
+117
| +2% | +$22.4K | 0.4% | 54 |
|
|
2022
Q4 | $980K | Buy |
+5,828
| New | +$980K | 0.39% | 59 |
|