CIAS
BOSS

Capital Investment Advisory Services’s Global X Founder-Run Companies ETF BOSS Stock Holding History

Capital Investment Advisory Services’s Portfolio BOSS Stock Details BOSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-232
Closed -$6.08K – 1028
2023
Q3 		$6.08K Hold
232
– – ﹤0.01% 830
2023
Q2 		$6.2K Hold
232
– – ﹤0.01% 776
2023
Q1 		$5.67K Hold
232
– – ﹤0.01% 771
2022
Q4 		$5.12K Hold
232
– – ﹤0.01% 785
2022
Q3 		$5K Hold
232
– – ﹤0.01% 737
2022
Q2 		$5K Hold
232
– – ﹤0.01% 763
2022
Q1 		$7K Sell
232
-30
-11% -$892 ﹤0.01% 767
2021
Q4 		$9K Hold
262
– – ﹤0.01% 736
2021
Q3 		$9K Hold
262
– – ﹤0.01% 690
2021
Q2 		$9K Hold
262
– – ﹤0.01% 720
2021
Q1 		$8K Buy
+262
New +$8.41K ﹤0.01% 670

Capital Investment Advisory Services's BOSS Position: Q4 2023 in Review

Capital Investment Advisory Services sold out of Global X Founder-Run Companies ETF (BOSS) in Q4 2023, closing a stake of 232 shares — an estimated $6.08K sold.

Capital Investment Advisory Services first reported a position in BOSS in Q1 2021 and held it in 11 quarters. The position peaked at $9K in Q4 2021. 0 funds tracked by Wall St. Rank hold BOSS as of Q4 2023.

  • Capital Investment Advisory Services reported no remaining Global X Founder-Run Companies ETF position as of Q4 2023 after selling out during the quarter.
  • Capital Investment Advisory Services sold 232 Global X Founder-Run Companies ETF shares in Q4 2023, an estimated $6.08K.
  • Capital Investment Advisory Services first reported a position in Global X Founder-Run Companies ETF in Q1 2021 and held it in 11 quarters.
  • Capital Investment Advisory Services's Global X Founder-Run Companies ETF position peaked at $9K in Q4 2021.
  • 0 funds tracked by Wall St. Rank held Global X Founder-Run Companies ETF as of Q4 2023.

Based on Capital Investment Advisory Services's 13F filing for Q4 2023, filed 1 Feb 2024.