Fiduciary Trust International’s Boston Omaha BOC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-40,596
| Closed | -$854K | – | 143 |
|
2019
Q4 | $854K | Hold |
40,596
| – | – | 0.14% | 90 |
|
2019
Q3 | $805K | Buy |
40,596
+20,000
| +97% | +$397K | 0.17% | 86 |
|
2019
Q2 | $477K | Buy |
+20,596
| New | +$477K | 0.11% | 93 |
|
2019
Q1 | – | Sell |
-20,596
| Closed | -$482K | – | 163 |
|
2018
Q4 | $482K | Buy |
20,596
+600
| +3% | +$14K | 0.15% | 71 |
|
2018
Q3 | $598K | Buy |
19,996
+8,196
| +69% | +$245K | 0.17% | 67 |
|
2018
Q2 | $249K | Buy |
+11,800
| New | +$249K | 0.07% | 88 |
|