BOSSRA
B.O.S.S. Retirement Advisors’s Comerica CMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-19,737
| Closed | -$1.18M | – | 195 |
|
|
2024
Q3 | $1.18M | Sell |
19,737
-28,003
| -59% | -$1.68M | 0.24% | 110 |
|
|
2024
Q2 | $2.44M | Sell |
47,740
-37,376
| -44% | -$1.91M | 0.62% | 51 |
|
|
2024
Q1 | $4.75M | Sell |
85,116
-3,945
| -4% | -$220K | 1.82% | 9 |
|
|
2023
Q4 | $4.97M | Buy |
89,061
+55,028
| +162% | +$3.07M | 0.96% | 19 |
|
|
2023
Q3 | $1.41M | Sell |
34,033
-4,878
| -13% | -$203K | 0.3% | 120 |
|
|
2023
Q2 | $1.65M | Buy |
+38,911
| New | +$1.65M | 0.35% | 109 |
|