WealthShield 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 | $3.02M | Sell |
10,964
-5,045
| -32% | -$1.39M | 0.37% | 75 |
|
2025
Q1 | $4.25M | Buy |
16,009
+711
| +5% | +$189K | 0.55% | 52 |
|
2024
Q4 | $3.64M | Buy |
15,298
+192
| +1% | +$45.7K | 0.52% | 54 |
|
2024
Q3 | $3.33M | Buy |
15,106
+471
| +3% | +$104K | 0.45% | 64 |
|
2024
Q2 | $2.88M | Buy |
14,635
+1,430
| +11% | +$281K | 0.44% | 65 |
|
2024
Q1 | $2.84M | Buy |
13,205
+1,046
| +9% | +$225K | 0.46% | 58 |
|
2023
Q4 | $2.62M | Buy |
12,159
+1,749
| +17% | +$377K | 0.43% | 62 |
|
2023
Q3 | $2.08M | Buy |
10,410
+2,725
| +35% | +$546K | 0.31% | 88 |
|
2023
Q2 | $1.42M | Buy |
7,685
+306
| +4% | +$56.7K | 0.21% | 115 |
|
2023
Q1 | $1.41M | Buy |
7,379
+1,560
| +27% | +$299K | 0.23% | 116 |
|
2022
Q4 | $995K | Buy |
5,819
+102
| +2% | +$17.4K | 0.19% | 130 |
|
2022
Q3 | $1.01M | Buy |
5,717
+345
| +6% | +$61.1K | 0.2% | 124 |
|
2022
Q2 | $1.1M | Buy |
5,372
+671
| +14% | +$137K | 0.22% | 117 |
|
2022
Q1 | $1.12M | Buy |
4,701
+421
| +10% | +$100K | 0.18% | 136 |
|
2021
Q4 | $978K | Buy |
4,280
+441
| +11% | +$101K | 0.16% | 135 |
|
2021
Q3 | $742K | Buy |
3,839
+644
| +20% | +$124K | 0.2% | 104 |
|
2021
Q2 | $680K | Buy |
3,195
+779
| +32% | +$166K | 0.11% | 138 |
|
2021
Q1 | $493K | Buy |
2,416
+350
| +17% | +$71.4K | 0.09% | 161 |
|
2020
Q4 | $376K | Buy |
2,066
+465
| +29% | +$84.6K | 0.07% | 210 |
|
2020
Q3 | $268K | Buy |
+1,601
| New | +$268K | 0.09% | 203 |
|