Newman & Schimel’s Cboe Global Markets CBOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $644K | Hold |
5,131
| – | – | 0.29% | 27 |
|
|
2022
Q3 | $602K | Hold |
5,131
| – | – | 0.3% | 27 |
|
|
2022
Q2 | $581K | Hold |
5,131
| – | – | 0.28% | 29 |
|
|
2022
Q1 | $587K | Hold |
5,131
| – | – | 0.38% | 26 |
|
|
2021
Q4 | $669K | Hold |
5,131
| – | – | 0.38% | 24 |
|
|
2021
Q3 | $636K | Hold |
5,131
| – | – | 0.4% | 25 |
|
|
2021
Q2 | $611K | Hold |
5,131
| – | – | 0.38% | 24 |
|
|
2021
Q1 | $506K | Sell |
5,131
-1,000
| -16% | -$98.6K | 0.34% | 28 |
|
|
2020
Q4 | $571K | Buy |
+6,131
| New | +$571K | 0.47% | 22 |
|