Wealthcare Advisory Partners’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 | $352K | Sell |
1,276
-66
| -5% | -$18.2K | 0.01% | 740 |
|
|
2025
Q1 | $356K | Buy |
1,342
+47
| +4% | +$12.5K | 0.01% | 682 |
|
|
2024
Q4 | $301K | Buy |
+1,295
| New | +$301K | 0.01% | 711 |
|
|
2023
Q2 | – | Sell |
-1,599
| Closed | -$306K | – | 726 |
|
|
2023
Q1 | $306K | Sell |
1,599
-103
| -6% | -$19.7K | 0.01% | 572 |
|
|
2022
Q4 | $286K | Buy |
1,702
+212
| +14% | +$35.6K | 0.01% | 555 |
|
|
2022
Q3 | $264K | Sell |
1,490
-170
| -10% | -$30.1K | 0.02% | 515 |
|
|
2022
Q2 | $340K | Sell |
1,660
-52
| -3% | -$10.7K | 0.02% | 396 |
|
|
2022
Q1 | $407K | Buy |
1,712
+161
| +10% | +$38.3K | 0.02% | 343 |
|
|
2021
Q4 | $354K | Buy |
+1,551
| New | +$354K | 0.02% | 401 |
|
|
2021
Q2 | – | Sell |
-59
| Closed | -$12K | – | 785 |
|
|
2021
Q1 | $12K | Buy |
+59
| New | +$12K | ﹤0.01% | 1380 |
|
|
2020
Q2 | – | Sell |
-48
| Closed | -$8K | – | 496 |
|
|
2020
Q1 | $8K | Buy |
48
+27
| +129% | +$4.5K | ﹤0.01% | 970 |
|
|
2019
Q4 | $4K | Hold |
21
| – | – | ﹤0.01% | 1133 |
|
|
2019
Q3 | $4K | Buy |
21
+20
| +2,000% | +$3.81K | ﹤0.01% | 1097 |
|
|
2019
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 1313 |
|
|
2019
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 1217 |
|
|
2018
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 1204 |
|
|
2018
Q3 | $0 | Sell |
1
-19
| -95% | – | ﹤0.01% | 1234 |
|
|
2018
Q2 | $3K | Hold |
20
| – | – | ﹤0.01% | 1052 |
|
|
2018
Q1 | $3K | Sell |
20
-39
| -66% | -$5.85K | ﹤0.01% | 903 |
|
|
2017
Q4 | $9K | Buy |
59
+28
| +90% | +$4.27K | ﹤0.01% | 691 |
|
|
2017
Q3 | $4K | Buy |
+31
| New | +$4K | ﹤0.01% | 672 |
|