Cetera Advisor Networks’s Global X Founder-Run Companies ETF BOSS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-9,775
| Closed | -$256K | – | 2890 |
|
|
2023
Q3 | $256K | Sell |
9,775
-307
| -3% | -$8.05K | ﹤0.01% | 2241 |
|
|
2023
Q2 | $270K | Buy |
10,082
+200
| +2% | +$5.35K | ﹤0.01% | 2164 |
|
|
2023
Q1 | $242K | Hold |
9,882
| – | – | ﹤0.01% | 2190 |
|
|
2022
Q4 | $218K | Hold |
9,882
| – | – | ﹤0.01% | 2210 |
|
|
2022
Q3 | $221K | Hold |
9,882
| – | – | ﹤0.01% | 1792 |
|
|
2022
Q2 | $225K | Sell |
9,882
-293
| -3% | -$6.67K | ﹤0.01% | 1776 |
|
|
2022
Q1 | $305K | Buy |
10,175
+400
| +4% | +$12K | ﹤0.01% | 1618 |
|
|
2021
Q4 | $332K | Buy |
9,775
+700
| +8% | +$23.8K | ﹤0.01% | 1547 |
|
|
2021
Q3 | $312K | Buy |
9,075
+475
| +6% | +$16.3K | ﹤0.01% | 1503 |
|
|
2021
Q2 | $303K | Buy |
8,600
+1,550
| +22% | +$54.6K | ﹤0.01% | 1492 |
|
|
2021
Q1 | $225K | Buy |
+7,050
| New | +$225K | ﹤0.01% | 1309 |
|