WESPAC Advisors SoCal’s Cboe Global Markets CBOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,520
| Closed | -$231K | – | 77 |
|
|
2020
Q2 | $231K | Sell |
2,520
-15
| -0.6% | -$1.38K | 0.11% | 71 |
|
|
2020
Q1 | $259K | Sell |
2,535
-20
| -0.8% | -$2.04K | 0.14% | 63 |
|
|
2019
Q4 | $307K | Buy |
2,555
+240
| +10% | +$28.8K | 0.15% | 70 |
|
|
2019
Q3 | $266K | Sell |
2,315
-75
| -3% | -$8.62K | 0.13% | 70 |
|
|
2019
Q2 | $247K | Sell |
2,390
-300
| -11% | -$31K | 0.13% | 75 |
|
|
2019
Q1 | $256K | Buy |
2,690
+900
| +50% | +$85.7K | 0.14% | 76 |
|
|
2018
Q4 | $175K | Buy |
+1,790
| New | +$175K | 0.11% | 85 |
|