BOSSRA
B.O.S.S. Retirement Advisors’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $809K | Sell |
1,403
-100
| -7% | -$57.7K | 0.2% | 102 |
|
|
2025
Q1 | $850K | Sell |
1,503
-99
| -6% | -$56K | 0.25% | 78 |
|
|
2024
Q4 | $961K | Buy |
+1,602
| New | +$961K | 0.27% | 75 |
|
|
2024
Q1 | – | Sell |
-2,071
| Closed | -$1.17M | – | 194 |
|
|
2023
Q4 | $1.17M | Sell |
2,071
-13
| -0.6% | -$7.35K | 0.23% | 144 |
|
|
2023
Q3 | $1.07M | Buy |
2,084
+96
| +5% | +$49.3K | 0.23% | 158 |
|
|
2023
Q2 | $933K | Buy |
1,988
+424
| +27% | +$199K | 0.2% | 162 |
|
|
2023
Q1 | $875K | Sell |
1,564
-17
| -1% | -$9.52K | 0.21% | 150 |
|
|
2022
Q4 | $735K | Buy |
+1,581
| New | +$735K | 0.19% | 151 |
|