WIA
Wetzel Investment Advisors’s CME Group CME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $581K | Sell |
2,109
-144
| -6% | -$39.7K | 0.27% | 61 |
|
|
2025
Q1 | $598K | Sell |
2,253
-14
| -0.6% | -$3.71K | 0.3% | 59 |
|
|
2024
Q4 | $553K | Sell |
2,267
-75
| -3% | -$18.3K | 0.27% | 65 |
|
|
2024
Q3 | $517K | Buy |
2,342
+638
| +37% | +$141K | 0.26% | 67 |
|
|
2024
Q2 | $367K | Sell |
1,704
-716
| -30% | -$154K | 0.21% | 79 |
|
|
2024
Q1 | $507K | Buy |
2,420
+36
| +2% | +$7.55K | 0.3% | 60 |
|
|
2023
Q4 | $502K | Buy |
+2,384
| New | +$502K | 0.31% | 54 |
|