Wealth Alliance’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 | $439K | Buy |
1,594
+110
| +7% | +$30.3K | 0.05% | 328 |
|
2025
Q1 | $394K | Buy |
1,484
+58
| +4% | +$15.4K | 0.05% | 330 |
|
2024
Q4 | $331K | Buy |
1,426
+40
| +3% | +$9.29K | 0.04% | 355 |
|
2024
Q3 | $306K | Sell |
1,386
-40
| -3% | -$8.83K | 0.04% | 391 |
|
2024
Q2 | $280K | Sell |
1,426
-103
| -7% | -$20.3K | 0.04% | 400 |
|
2024
Q1 | $329K | Buy |
1,529
+575
| +60% | +$124K | 0.04% | 375 |
|
2023
Q4 | $201K | Buy |
+954
| New | +$201K | 0.03% | 488 |
|
2021
Q4 | – | Sell |
-2,063
| Closed | -$399K | – | 450 |
|
2021
Q3 | $399K | Sell |
2,063
-23
| -1% | -$4.45K | 0.09% | 261 |
|
2021
Q2 | $444K | Sell |
2,086
-42
| -2% | -$8.94K | 0.1% | 226 |
|
2021
Q1 | $435K | Sell |
2,128
-330
| -13% | -$67.5K | 0.12% | 198 |
|
2020
Q4 | $448K | Buy |
2,458
+6
| +0.2% | +$1.09K | 0.13% | 185 |
|
2020
Q3 | $410K | Buy |
2,452
+113
| +5% | +$18.9K | 0.15% | 171 |
|
2020
Q2 | $380K | Buy |
2,339
+467
| +25% | +$75.9K | 0.15% | 178 |
|
2020
Q1 | $324K | Buy |
+1,872
| New | +$324K | 0.17% | 147 |
|