Schechter Investment Advisors’s Cboe Global Markets CBOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $812K | Sell |
3,590
-169
| -4% | -$38.2K | 0.07% | 264 |
|
|
2024
Q4 | $735K | Sell |
3,759
-4
| -0.1% | -$782 | 0.06% | 299 |
|
|
2024
Q3 | $771K | Sell |
3,763
-55
| -1% | -$11.3K | 0.06% | 303 |
|
|
2024
Q2 | $649K | Buy |
3,818
+8
| +0.2% | +$1.36K | 0.05% | 317 |
|
|
2024
Q1 | $700K | Buy |
3,810
+1,709
| +81% | +$314K | 0.05% | 319 |
|
|
2023
Q4 | $375K | Buy |
2,101
+54
| +3% | +$9.64K | 0.03% | 411 |
|
|
2023
Q3 | $320K | Sell |
2,047
-35
| -2% | -$5.47K | 0.03% | 428 |
|
|
2023
Q2 | $287K | Buy |
2,082
+125
| +6% | +$17.3K | 0.03% | 495 |
|
|
2023
Q1 | $263K | Buy |
+1,957
| New | +$263K | 0.02% | 550 |
|