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Cumberland Partners’s Cboe Global Markets CBOE Stock Holding History

Cumberland Partners’s Portfolio CBOE Stock Details CBOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-6,000
Closed -$1.02M – 183
2024
Q2 		$1.02M Hold
6,000
– – 0.07% 129
2024
Q1 		$1.1M Buy
6,000
+3,750
+167% +$692K 0.08% 121
2023
Q4 		$402K Sell
2,250
-1,250
-36% -$214K 0.04% 160
2023
Q3 		$547K Buy
+3,500
New +$515K 0.05% 141
2020
Q4 		– Sell
-8,500
Closed -$746K – 168
2020
Q3 		$746K Sell
8,500
-1,000
-11% -$90K 0.08% 115
2020
Q2 		$886K Buy
9,500
+650
+7% +$64K 0.09% 117
2020
Q1 		$790K Buy
8,850
+2,850
+48% +$319K 0.1% 107
2019
Q4 		$720K Buy
6,000
+1,000
+20% +$117K 0.06% 127
2019
Q3 		$575K Buy
+5,000
New +$579K 0.06% 126

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