Atria Wealth Solutions’s Boston Omaha BOC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-10,889
Closed -$178K 1924
2023
Q3
$178K Buy
10,889
+744
+7% +$12.2K ﹤0.01% 1714
2023
Q2
$191K Buy
+10,145
New +$191K ﹤0.01% 1706