Evermay Wealth Management’s Boston Omaha BOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-833
| Closed | -$13.1K | – | 627 |
|
|
2023
Q4 | $13.1K | Hold |
833
| – | – | ﹤0.01% | 426 |
|
|
2023
Q3 | $13.7K | Sell |
833
-1,000
| -55% | -$16.4K | ﹤0.01% | 400 |
|
|
2023
Q2 | $34.5K | Buy |
1,833
+1,000
| +120% | +$18.8K | 0.01% | 341 |
|
|
2023
Q1 | $19.7K | Sell |
833
-167
| -17% | -$3.95K | ﹤0.01% | 369 |
|
|
2022
Q4 | $26.5K | Buy |
+1,000
| New | +$26.5K | 0.01% | 348 |
|