BWM
BerganKDV Wealth Management’s Cboe Global Markets CBOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.24K | Sell |
9
-33
| -79% | -$4.56K | ﹤0.01% | 733 |
|
|
2023
Q1 | $5.64K | Buy |
42
+33
| +367% | +$4.43K | ﹤0.01% | 678 |
|
|
2022
Q4 | $1.13K | Hold |
9
| – | – | ﹤0.01% | 872 |
|
|
2022
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 863 |
|
|
2022
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 880 |
|
|
2022
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 906 |
|
|
2021
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 965 |
|
|
2021
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 944 |
|
|
2021
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 887 |
|
|
2021
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 837 |
|
|
2020
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 834 |
|
|
2020
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 769 |
|
|
2020
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 829 |
|
|
2020
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 798 |
|
|
2019
Q4 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 830 |
|