LFA
Level Financial Advisors’s Boston Omaha BOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-300
| Closed | -$4.72K | – | 102 |
|
|
2023
Q4 | $4.72K | Hold |
300
| – | – | ﹤0.01% | 216 |
|
|
2023
Q3 | $4.92K | Hold |
300
| – | – | ﹤0.01% | 218 |
|
|
2023
Q2 | $5.65K | Hold |
300
| – | – | ﹤0.01% | 213 |
|
|
2023
Q1 | $7.1K | Buy |
300
+100
| +50% | +$2.37K | ﹤0.01% | 177 |
|
|
2022
Q4 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 189 |
|