JFS Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50.1K | Buy |
215
+1
| +0.5% | +$233 | ﹤0.01% | 466 |
|
|
2025
Q1 | $48.4K | Hold |
214
| – | – | ﹤0.01% | 482 |
|
|
2024
Q4 | $41.8K | Hold |
214
| – | – | ﹤0.01% | 495 |
|
|
2024
Q3 | $43.8K | Buy |
214
+2
| +0.9% | +$410 | ﹤0.01% | 490 |
|
|
2024
Q2 | $36.1K | Hold |
212
| – | – | ﹤0.01% | 475 |
|
|
2024
Q1 | $39K | Hold |
212
| – | – | ﹤0.01% | 484 |
|
|
2023
Q4 | $37.9K | Buy |
212
+4
| +2% | +$714 | ﹤0.01% | 455 |
|
|
2023
Q3 | $32.5K | Buy |
208
+1
| +0.5% | +$156 | ﹤0.01% | 439 |
|
|
2023
Q2 | $28.6K | Hold |
207
| – | – | ﹤0.01% | 460 |
|
|
2023
Q1 | $27.8K | Sell |
207
-6
| -3% | -$805 | ﹤0.01% | 467 |
|
|
2022
Q4 | $26.7K | Sell |
213
-5
| -2% | -$627 | ﹤0.01% | 474 |
|
|
2022
Q3 | $26K | Sell |
218
-11
| -5% | -$1.31K | ﹤0.01% | 509 |
|
|
2022
Q2 | $26K | Buy |
229
+40
| +21% | +$4.54K | ﹤0.01% | 535 |
|
|
2022
Q1 | $22K | Buy |
189
+135
| +250% | +$15.7K | ﹤0.01% | 575 |
|
|
2021
Q4 | $7K | Buy |
54
+23
| +74% | +$2.98K | ﹤0.01% | 732 |
|
|
2021
Q3 | $4K | Hold |
31
| – | – | ﹤0.01% | 729 |
|
|
2021
Q2 | $4K | Hold |
31
| – | – | ﹤0.01% | 511 |
|
|
2021
Q1 | $3K | Buy |
+31
| New | +$3K | ﹤0.01% | 506 |
|