BOSSRA
B.O.S.S. Retirement Advisors’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-13,332
| Closed | -$1.15M | – | 269 |
|
|
2024
Q3 | $1.15M | Buy |
13,332
+670
| +5% | +$57.6K | 0.23% | 114 |
|
|
2024
Q2 | $993K | Sell |
12,662
-4,378
| -26% | -$343K | 0.25% | 106 |
|
|
2024
Q1 | $1.34M | Sell |
17,040
-2,014
| -11% | -$158K | 0.51% | 79 |
|
|
2023
Q4 | $1.5M | Sell |
19,054
-3,025
| -14% | -$238K | 0.29% | 119 |
|
|
2023
Q3 | $1.59M | Sell |
22,079
-2,426
| -10% | -$175K | 0.34% | 106 |
|
|
2023
Q2 | $1.86M | Sell |
24,505
-2,582
| -10% | -$196K | 0.4% | 86 |
|
|
2023
Q1 | $2.01M | Buy |
27,087
+3,389
| +14% | +$252K | 0.47% | 73 |
|
|
2022
Q4 | $1.99M | Buy |
+23,698
| New | +$1.99M | 0.51% | 69 |
|