Principle Wealth Partners’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 | $373K | Hold |
1,600
| – | – | 0.02% | 270 |
|
|
2025
Q1 | $362K | Hold |
1,600
| – | – | 0.03% | 258 |
|
|
2024
Q4 | $313K | Hold |
1,600
| – | – | 0.02% | 278 |
|
|
2024
Q3 | $328K | Hold |
1,600
| – | – | 0.02% | 271 |
|
|
2024
Q2 | $272K | Hold |
1,600
| – | – | 0.02% | 290 |
|
|
2024
Q1 | $294K | Hold |
1,600
| – | – | 0.02% | 280 |
|
|
2023
Q4 | $286K | Hold |
1,600
| – | – | 0.02% | 274 |
|
|
2023
Q3 | $250K | Hold |
1,600
| – | – | 0.03% | 281 |
|
|
2023
Q2 | $221K | Hold |
1,600
| – | – | 0.02% | 306 |
|
|
2023
Q1 | $215K | Hold |
1,600
| – | – | 0.02% | 302 |
|
|
2022
Q4 | $201K | Buy |
+1,600
| New | +$201K | 0.02% | 305 |
|
|
2022
Q1 | – | Sell |
-1,600
| Closed | -$209K | – | 318 |
|
|
2021
Q4 | $209K | Buy |
+1,600
| New | +$209K | 0.02% | 308 |
|
|
2020
Q3 | – | Sell |
-610
| Closed | -$57K | – | 194 |
|
|
2020
Q2 | $57K | Buy |
+610
| New | +$57K | 0.02% | 264 |
|