EverSource Wealth Advisors’s Cboe Global Markets CBOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $198K | Buy |
848
+321
| +61% | +$74.9K | 0.01% | 863 |
|
|
2025
Q1 | $119K | Buy |
527
+225
| +75% | +$50.9K | 0.01% | 846 |
|
|
2024
Q4 | $59K | Buy |
302
+127
| +73% | +$24.8K | ﹤0.01% | 1114 |
|
|
2024
Q3 | $35.9K | Buy |
175
+7
| +4% | +$1.43K | ﹤0.01% | 1209 |
|
|
2024
Q2 | $30.8K | Buy |
168
+2
| +1% | +$367 | ﹤0.01% | 1310 |
|
|
2024
Q1 | $30.1K | Buy |
166
+28
| +20% | +$5.07K | ﹤0.01% | 1186 |
|
|
2023
Q4 | $24.6K | Buy |
138
+3
| +2% | +$536 | ﹤0.01% | 1150 |
|
|
2023
Q3 | $21.1K | Hold |
135
| – | – | ﹤0.01% | 1109 |
|
|
2023
Q2 | $18.6K | Buy |
135
+46
| +52% | +$6.35K | ﹤0.01% | 1180 |
|
|
2023
Q1 | $11.9K | Buy |
89
+54
| +154% | +$7.25K | ﹤0.01% | 1276 |
|
|
2022
Q4 | $4.39K | Hold |
35
| – | – | ﹤0.01% | 1658 |
|
|
2022
Q3 | $5K | Hold |
35
| – | – | ﹤0.01% | 1350 |
|
|
2022
Q2 | $4K | Hold |
35
| – | – | ﹤0.01% | 1310 |
|
|
2022
Q1 | $4K | Hold |
35
| – | – | ﹤0.01% | 1316 |
|
|
2021
Q4 | $5K | Buy |
+35
| New | +$5K | ﹤0.01% | 1238 |
|