BOSSRA
B.O.S.S. Retirement Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-654
| Closed | -$219K | – | 173 |
|
|
2024
Q4 | $219K | Sell |
654
-12,544
| -95% | -$4.19M | 0.06% | 165 |
|
|
2024
Q3 | $3.61M | Sell |
13,198
-2,535
| -16% | -$694K | 0.73% | 41 |
|
|
2024
Q2 | $4.05M | Buy |
15,733
+5,790
| +58% | +$1.49M | 1.03% | 27 |
|
|
2024
Q1 | $2.62M | Sell |
9,943
-705
| -7% | -$186K | 1% | 31 |
|
|
2023
Q4 | $2.8M | Buy |
10,648
+1,421
| +15% | +$374K | 0.54% | 47 |
|
|
2023
Q3 | $1.87M | Buy |
9,227
+863
| +10% | +$175K | 0.4% | 80 |
|
|
2023
Q2 | $1.77M | Sell |
8,364
-1,009
| -11% | -$213K | 0.38% | 98 |
|
|
2023
Q1 | $1.87M | Buy |
9,373
+560
| +6% | +$112K | 0.44% | 88 |
|
|
2022
Q4 | $1.17M | Buy |
+8,813
| New | +$1.17M | 0.3% | 128 |
|