BOSSRA
B.O.S.S. Retirement Advisors’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.26M | Sell |
4,291
-253
| -6% | -$133K | 0.57% | 39 |
|
|
2025
Q1 | $2.31M | Sell |
4,544
-317
| -7% | -$161K | 0.67% | 35 |
|
|
2024
Q4 | $2.42M | Sell |
4,861
-5,532
| -53% | -$2.76M | 0.68% | 33 |
|
|
2024
Q3 | $5.37M | Buy |
10,393
+1,462
| +16% | +$755K | 1.08% | 25 |
|
|
2024
Q2 | $3.98M | Buy |
8,931
+3,309
| +59% | +$1.48M | 1.02% | 29 |
|
|
2024
Q1 | $2.48M | Sell |
5,622
-8,737
| -61% | -$3.85M | 0.95% | 35 |
|
|
2023
Q4 | $6.33M | Buy |
14,359
+741
| +5% | +$326K | 1.23% | 13 |
|
|
2023
Q3 | $4.98M | Buy |
13,618
+810
| +6% | +$296K | 1.07% | 12 |
|
|
2023
Q2 | $5.13M | Buy |
12,808
+4,384
| +52% | +$1.76M | 1.09% | 12 |
|
|
2023
Q1 | $2.9M | Sell |
8,424
-65
| -0.8% | -$22.4K | 0.68% | 37 |
|
|
2022
Q4 | $2.84M | Buy |
+8,489
| New | +$2.84M | 0.73% | 31 |
|