BOSSRA
B.O.S.S. Retirement Advisors’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-13,306
| Closed | -$960K | – | 224 |
|
|
2024
Q3 | $960K | Buy |
13,306
+2,041
| +18% | +$147K | 0.19% | 126 |
|
|
2024
Q2 | $736K | Buy |
11,265
+4,213
| +60% | +$275K | 0.19% | 116 |
|
|
2024
Q1 | $432K | Sell |
7,052
-106
| -1% | -$6.49K | 0.17% | 106 |
|
|
2023
Q4 | $438K | Buy |
7,158
+3,002
| +72% | +$184K | 0.08% | 187 |
|
|
2023
Q3 | $225K | Buy |
4,156
+32
| +0.8% | +$1.73K | 0.05% | 223 |
|
|
2023
Q2 | $235K | Sell |
4,124
-107
| -3% | -$6.09K | 0.05% | 225 |
|
|
2023
Q1 | $224K | Sell |
4,231
-24
| -0.6% | -$1.27K | 0.05% | 212 |
|
|
2022
Q4 | $216K | Buy |
+4,255
| New | +$216K | 0.06% | 206 |
|