BOSSRA
B.O.S.S. Retirement Advisors’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-27,805
| Closed | -$5.96M | – | 240 |
|
|
2024
Q3 | $5.96M | Buy |
27,805
+4,096
| +17% | +$879K | 1.2% | 20 |
|
|
2024
Q2 | $4.77M | Buy |
23,709
+7,484
| +46% | +$1.51M | 1.22% | 17 |
|
|
2024
Q1 | $3.52M | Sell |
16,225
-251
| -2% | -$54.5K | 1.35% | 19 |
|
|
2023
Q4 | $3.58M | Buy |
16,476
+999
| +6% | +$217K | 0.69% | 34 |
|
|
2023
Q3 | $3.22M | Buy |
15,477
+1,970
| +15% | +$410K | 0.69% | 32 |
|
|
2023
Q2 | $2.91M | Buy |
+13,507
| New | +$2.91M | 0.62% | 38 |
|