AE Wealth Management’s Cboe Global Markets CBOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-20,030
| Closed | -$3.73M | – | 1273 |
|
|
2023
Q4 | $3.73M | Buy |
20,030
+8,587
| +75% | +$1.6M | 0.02% | 686 |
|
|
2023
Q3 | $1.79M | Buy |
11,443
+307
| +3% | +$48K | 0.01% | 888 |
|
|
2023
Q2 | $1.54M | Buy |
11,136
+1,542
| +16% | +$213K | 0.01% | 929 |
|
|
2023
Q1 | $1.29M | Sell |
9,594
-5,862
| -38% | -$787K | 0.01% | 951 |
|
|
2022
Q4 | $1.94M | Buy |
15,456
+6,944
| +82% | +$871K | 0.01% | 763 |
|
|
2022
Q3 | $999K | Buy |
8,512
+341
| +4% | +$40K | 0.01% | 933 |
|
|
2022
Q2 | $925K | Sell |
8,171
-5,130
| -39% | -$581K | 0.01% | 911 |
|
|
2022
Q1 | $1.52M | Buy |
13,301
+4,862
| +58% | +$556K | 0.01% | 779 |
|
|
2021
Q4 | $1.1M | Buy |
8,439
+260
| +3% | +$33.9K | 0.01% | 899 |
|
|
2021
Q3 | $1.01M | Buy |
8,179
+775
| +10% | +$96K | 0.01% | 863 |
|
|
2021
Q2 | $881K | Buy |
7,404
+196
| +3% | +$23.3K | 0.01% | 884 |
|
|
2021
Q1 | $711K | Buy |
7,208
+585
| +9% | +$57.7K | 0.01% | 879 |
|
|
2020
Q4 | $617K | Buy |
6,623
+1,500
| +29% | +$140K | 0.01% | 883 |
|
|
2020
Q3 | $449K | Buy |
+5,123
| New | +$449K | 0.01% | 910 |
|
|
2020
Q2 | – | Sell |
-8,107
| Closed | -$724K | – | 1257 |
|
|
2020
Q1 | $724K | Buy |
+8,107
| New | +$724K | 0.02% | 563 |
|