WLPWM
Walled Lake Planning & Wealth Management’s CME Group CME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $392K | Hold |
1,421
| – | – | 0.13% | 87 |
|
|
2025
Q1 | $377K | Hold |
1,421
| – | – | 0.13% | 84 |
|
|
2024
Q4 | $330K | Hold |
1,421
| – | – | 0.12% | 101 |
|
|
2024
Q3 | $314K | Hold |
1,421
| – | – | 0.12% | 96 |
|
|
2024
Q2 | $279K | Sell |
1,421
-517
| -27% | -$102K | 0.11% | 95 |
|
|
2024
Q1 | $417K | Hold |
1,938
| – | – | 0.17% | 66 |
|
|
2023
Q4 | $408K | Hold |
1,938
| – | – | 0.19% | 54 |
|
|
2023
Q3 | $388K | Hold |
1,938
| – | – | 0.19% | 51 |
|
|
2023
Q2 | $359K | Hold |
1,938
| – | – | 0.17% | 56 |
|
|
2023
Q1 | $371K | Buy |
+1,938
| New | +$371K | 0.19% | 54 |
|
|
2022
Q4 | – | Sell |
-1,938
| Closed | -$343K | – | 58 |
|
|
2022
Q3 | $343K | Buy |
1,938
+517
| +36% | +$91.5K | 0.24% | 47 |
|
|
2022
Q2 | $291K | Sell |
1,421
-21
| -1% | -$4.3K | 0.2% | 54 |
|
|
2022
Q1 | $343K | Buy |
1,442
+21
| +1% | +$5K | 0.2% | 56 |
|
|
2021
Q4 | $325K | Hold |
1,421
| – | – | 0.19% | 64 |
|
|
2021
Q3 | $275K | Hold |
1,421
| – | – | 0.17% | 63 |
|
|
2021
Q2 | $302K | Hold |
1,421
| – | – | 0.2% | 61 |
|
|
2021
Q1 | $290K | Hold |
1,421
| – | – | 0.2% | 56 |
|
|
2020
Q4 | $259K | Hold |
1,421
| – | – | 0.2% | 62 |
|
|
2020
Q3 | $238K | Hold |
1,421
| – | – | 0.19% | 57 |
|
|
2020
Q2 | $231K | Hold |
1,421
| – | – | 0.19% | 57 |
|
|
2020
Q1 | $246K | Hold |
1,421
| – | – | 0.22% | 51 |
|
|
2019
Q4 | $285K | Buy |
+1,421
| New | +$285K | 0.21% | 50 |
|