Mount Yale Investment 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 | $315K | Buy |
1,352
+9
| +0.7% | +$2.1K | 0.02% | 438 |
|
|
2025
Q1 | $304K | Buy |
1,343
+63
| +5% | +$14.3K | 0.03% | 430 |
|
|
2024
Q4 | $250K | Sell |
1,280
-42
| -3% | -$8.21K | 0.02% | 489 |
|
|
2024
Q3 | $271K | Sell |
1,322
-10,365
| -89% | -$2.12M | 0.03% | 466 |
|
|
2024
Q2 | $1.99M | Sell |
11,687
-673
| -5% | -$114K | 0.16% | 124 |
|
|
2024
Q1 | $2.27M | Sell |
12,360
-719
| -5% | -$132K | 0.17% | 119 |
|
|
2023
Q4 | $2.34M | Sell |
13,079
-567
| -4% | -$101K | 0.22% | 105 |
|
|
2023
Q3 | $2.13M | Hold |
13,646
| – | – | 0.23% | 99 |
|
|
2023
Q2 | $1.88M | Hold |
13,646
| – | – | 0.2% | 115 |
|
|
2023
Q1 | $1.83M | Hold |
13,646
| – | – | 0.21% | 111 |
|
|
2022
Q4 | $1.71M | Hold |
13,646
| – | – | 0.19% | 119 |
|
|
2022
Q3 | $1.6M | Hold |
13,646
| – | – | 0.21% | 106 |
|
|
2022
Q2 | $1.55M | Hold |
13,646
| – | – | 0.19% | 115 |
|
|
2022
Q1 | $1.56M | Hold |
13,646
| – | – | 0.17% | 133 |
|
|
2021
Q4 | $1.78M | Hold |
13,646
| – | – | 0.18% | 123 |
|
|
2021
Q3 | $1.69M | Hold |
13,646
| – | – | 0.19% | 119 |
|
|
2021
Q2 | $1.63M | Hold |
13,646
| – | – | 0.2% | 113 |
|
|
2021
Q1 | $1.35M | Sell |
13,646
-135
| -1% | -$13.3K | 0.18% | 122 |
|
|
2020
Q4 | $1.28M | Hold |
13,781
| – | – | 0.18% | 127 |
|
|
2020
Q3 | $1.21M | Hold |
13,781
| – | – | 0.17% | 127 |
|
|
2020
Q2 | $1.29M | Hold |
13,781
| – | – | 0.23% | 103 |
|
|
2020
Q1 | $1.23M | Hold |
13,781
| – | – | 0.28% | 94 |
|
|
2019
Q4 | $1.7M | Hold |
13,781
| – | – | 0.29% | 86 |
|
|
2019
Q3 | $1.6M | Hold |
13,781
| – | – | 0.29% | 88 |
|
|
2019
Q2 | $1.63M | Hold |
13,781
| – | – | 0.3% | 82 |
|
|
2019
Q1 | $1.32M | Buy |
13,781
+25
| +0.2% | +$2.39K | 0.25% | 97 |
|
|
2018
Q4 | $1.3M | Sell |
13,756
-86
| -0.6% | -$8.1K | 0.26% | 95 |
|
|
2018
Q3 | $1.54M | Sell |
13,842
-2,653
| -16% | -$295K | 0.27% | 85 |
|
|
2018
Q2 | $1.72M | Hold |
16,495
| – | – | 0.32% | 77 |
|
|
2018
Q1 | $1.88M | Buy |
+16,495
| New | +$1.88M | 0.4% | 64 |
|