TCWA
Turtle Creek Wealth Advisors’s CME Group CME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.4M | Buy |
19,584
+519
| +3% | +$143K | 0.64% | 51 |
|
|
2025
Q1 | $5.06M | Buy |
+19,065
| New | +$5.06M | 0.75% | 44 |
|
|
2024
Q4 | – | Sell |
-1,058
| Closed | -$233K | – | 92 |
|
|
2024
Q3 | $233K | Buy |
+1,058
| New | +$233K | 0.05% | 162 |
|
|
2024
Q1 | – | Sell |
-1,079
| Closed | -$227K | – | 316 |
|
|
2023
Q4 | $227K | Buy |
+1,079
| New | +$227K | 0.07% | 140 |
|