Independent Advisor Alliance’s Boston Omaha BOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-13,569
| Closed | -$210K | – | 710 |
|
|
2024
Q1 | $210K | Sell |
13,569
-1,709
| -11% | -$26.4K | 0.01% | 651 |
|
|
2023
Q4 | $240K | Sell |
15,278
-876
| -5% | -$13.8K | 0.01% | 601 |
|
|
2023
Q3 | $265K | Buy |
16,154
+500
| +3% | +$8.2K | 0.01% | 545 |
|
|
2023
Q2 | $295K | Buy |
15,654
+2,628
| +20% | +$49.5K | 0.01% | 534 |
|
|
2023
Q1 | $308K | Buy |
13,026
+1,821
| +16% | +$43.1K | 0.01% | 513 |
|
|
2022
Q4 | $297 | Buy |
11,205
+1,952
| +21% | +$52 | ﹤0.01% | 364 |
|
|
2022
Q3 | $213K | Buy |
+9,253
| New | +$213K | 0.01% | 566 |
|