Caldwell Trust’s Cboe Global Markets CBOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $700K | Hold |
3,000
|
|
||||
|
2025
Q1 | $679K | Hold |
3,000
|
|
||||
|
2024
Q4 | $586K | Hold |
3,000
|
|
||||
|
2024
Q3 | $615K | Hold |
3,000
|
|
||||
|
2024
Q2 | $510K | Hold |
3,000
|
|
||||
|
2024
Q1 | $551K | Hold |
3,000
|
|
||||
|
2023
Q4 | $536K | Hold |
3,000
|
|
||||
|
2023
Q3 | $469K | Hold |
3,000
|
|
||||
|
2023
Q2 | $414K | Hold |
3,000
|
|
||||
|
2023
Q1 | $403K | Hold |
3,000
|
|
||||
|
2022
Q4 | $376K | Hold |
3,000
|
|
||||
|
2022
Q3 | $352K | Hold |
3,000
|
|
||||
|
2022
Q2 | $340K | Hold |
3,000
|
|
||||
|
2022
Q1 | $343K | Hold |
3,000
|
|
||||
|
2021
Q4 | $391K | Hold |
3,000
|
|
||||
|
2021
Q3 | $372K | Hold |
3,000
|
|
||||
|
2021
Q2 | $357K | Hold |
3,000
|
|
||||
|
2021
Q1 | $296K | Hold |
3,000
|
|
||||
|
2020
Q4 | $279K | Hold |
3,000
|
|
||||
|
2020
Q3 | $263K | Hold |
3,000
|
|
||||
|
2020
Q2 | $280K | Hold |
3,000
|
|
||||
|
2020
Q1 | $268K | Hold |
3,000
|
|
||||
|
2019
Q4 | $360K | Buy |
+3,000
|
|