WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $22K | Buy |
240
+42
| +21% | +$3.85K | 0.01% | 916 |
|
|
2017
Q1 | $16K | Sell |
198
-42
| -18% | -$3.39K | ﹤0.01% | 936 |
|
|
2016
Q4 | $18K | Hold |
240
| – | – | ﹤0.01% | 957 |
|
|
2016
Q3 | $16K | Hold |
240
| – | – | ﹤0.01% | 988 |
|
|
2016
Q2 | $16K | Hold |
240
| – | – | ﹤0.01% | 964 |
|
|
2016
Q1 | $16K | Sell |
240
-120
| -33% | -$8K | ﹤0.01% | 930 |
|
|
2015
Q4 | $23K | Sell |
360
-4,435
| -92% | -$283K | 0.01% | 851 |
|
|
2015
Q3 | $322K | Sell |
4,795
-55
| -1% | -$3.69K | 0.1% | 205 |
|
|
2015
Q2 | $278K | Hold |
4,850
| – | – | 0.08% | 258 |
|
|
2015
Q1 | $278K | Sell |
4,850
-462
| -9% | -$26.5K | 0.08% | 263 |
|
|
2014
Q4 | $337K | Buy |
5,312
+314
| +6% | +$19.9K | 0.07% | 312 |
|
|
2014
Q3 | $268K | Buy |
4,998
+380
| +8% | +$20.4K | 0.05% | 379 |
|
|
2014
Q2 | $227K | Buy |
4,618
+260
| +6% | +$12.8K | 0.04% | 427 |
|
|
2014
Q1 | $247K | Buy |
4,358
+213
| +5% | +$12.1K | 0.05% | 389 |
|
|
2013
Q4 | $215K | Buy |
4,145
+75
| +2% | +$3.89K | 0.03% | 498 |
|
|
2013
Q3 | $184K | Buy |
4,070
+590
| +17% | +$26.7K | 0.03% | 515 |
|
|
2013
Q2 | $162K | Buy |
+3,480
| New | +$162K | 0.03% | 518 |
|