GWM
Guardian Wealth Management’s Cboe Global Markets CBOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-21,496
| Closed | -$2.52M | – | 254 |
|
|
2022
Q3 | $2.52M | Buy |
21,496
+412
| +2% | +$48.4K | 2.86% | 4 |
|
|
2022
Q2 | $2.39M | Buy |
21,084
+1,345
| +7% | +$152K | 2.57% | 5 |
|
|
2022
Q1 | $2.26M | Buy |
19,739
+436
| +2% | +$49.9K | 2.24% | 8 |
|
|
2021
Q4 | $2.52M | Buy |
+19,303
| New | +$2.52M | 2.42% | 9 |
|