Berman Capital Advisors’s Cboe Global Markets CBOE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $80K | Buy |
647
+314
| +94% | +$38.8K | 0.01% | 508 |
|
2021
Q2 | $39K | Buy |
333
+249
| +296% | +$29.2K | 0.01% | 668 |
|
2021
Q1 | $8K | Hold |
84
| – | – | ﹤0.01% | 1089 |
|
2020
Q4 | $7K | Buy |
84
+37
| +79% | +$3.08K | ﹤0.01% | 1032 |
|
2020
Q3 | $4K | Sell |
47
-19
| -29% | -$1.62K | ﹤0.01% | 1084 |
|
2020
Q2 | $6K | Sell |
66
-11
| -14% | -$1K | ﹤0.01% | 925 |
|
2020
Q1 | $6K | Buy |
77
+8
| +12% | +$623 | ﹤0.01% | 827 |
|
2019
Q4 | $8K | Hold |
69
| – | – | ﹤0.01% | 820 |
|
2019
Q3 | $7K | Hold |
69
| – | – | ﹤0.01% | 828 |
|
2019
Q2 | $7K | Buy |
69
+31
| +82% | +$3.15K | ﹤0.01% | 855 |
|
2019
Q1 | $3K | Hold |
38
| – | – | ﹤0.01% | 982 |
|
2018
Q4 | $3K | Buy |
+38
| New | +$3K | ﹤0.01% | 788 |
|