Clearstead Advisors’s Boston Omaha BOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-280
| Closed | -$4.59K | – | 1533 |
|
|
2023
Q3 | $4.59K | Buy |
280
+140
| +100% | +$2.3K | ﹤0.01% | 1259 |
|
|
2023
Q2 | $2.64K | Hold |
140
| – | – | ﹤0.01% | 1113 |
|
|
2023
Q1 | $3.31K | Hold |
140
| – | – | ﹤0.01% | 1070 |
|
|
2022
Q4 | $3.71K | Hold |
140
| – | – | ﹤0.01% | 1012 |
|
|
2022
Q3 | $3K | Buy |
140
+10
| +8% | +$214 | ﹤0.01% | 1017 |
|
|
2022
Q2 | $3K | Hold |
130
| – | – | ﹤0.01% | 1046 |
|
|
2022
Q1 | $3K | Hold |
130
| – | – | ﹤0.01% | 1134 |
|
|
2021
Q4 | $4K | Hold |
130
| – | – | ﹤0.01% | 1011 |
|
|
2021
Q3 | $5K | Hold |
130
| – | – | ﹤0.01% | 1012 |
|
|
2021
Q2 | $4K | Hold |
130
| – | – | ﹤0.01% | 904 |
|
|
2021
Q1 | $4K | Buy |
130
+40
| +44% | +$1.23K | ﹤0.01% | 879 |
|
|
2020
Q4 | $2K | Buy |
+90
| New | +$2K | ﹤0.01% | 875 |
|