CAPTRUST Financial Advisors’s Boston Omaha BOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-431
| Closed | -$9K | – | 2313 |
|
|
2022
Q2 | $9K | Hold |
431
| – | – | ﹤0.01% | 3792 |
|
|
2022
Q1 | $11K | Buy |
431
+121
| +39% | +$3.09K | ﹤0.01% | 3736 |
|
|
2021
Q4 | $9K | Sell |
310
-12
| -4% | -$348 | ﹤0.01% | 3764 |
|
|
2021
Q3 | $12K | Buy |
322
+13
| +4% | +$484 | ﹤0.01% | 3487 |
|
|
2021
Q2 | $10K | Sell |
309
-13
| -4% | -$421 | ﹤0.01% | 3534 |
|
|
2021
Q1 | $10K | Buy |
+322
| New | +$10K | ﹤0.01% | 3419 |
|
|
2019
Q3 | – | Sell |
-154
| Closed | -$4K | – | 1931 |
|
|
2019
Q2 | $4K | Buy |
+154
| New | +$4K | ﹤0.01% | 1684 |
|