Walled Lake Planning & Wealth Management’s CME Group CME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $392K | Hold |
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|
2025
Q1 | $377K | Hold |
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|
2024
Q4 | $330K | Hold |
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|
2024
Q3 | $314K | Hold |
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|
2024
Q2 | $279K | Sell |
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|
2024
Q1 | $417K | Hold |
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|
2023
Q4 | $408K | Hold |
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|
2023
Q3 | $388K | Hold |
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|
2023
Q2 | $359K | Hold |
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|
2023
Q1 | $371K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $343K | Buy |
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|
2022
Q2 | $291K | Sell |
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|
2022
Q1 | $343K | Buy |
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|
2021
Q4 | $325K | Hold |
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|
2021
Q3 | $275K | Hold |
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|
2021
Q2 | $302K | Hold |
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|
2021
Q1 | $290K | Hold |
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|
2020
Q4 | $259K | Hold |
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|
2020
Q3 | $238K | Hold |
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|
2020
Q2 | $231K | Hold |
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|
2020
Q1 | $246K | Hold |
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|
2019
Q4 | $285K | Buy |
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