LPL Financial’s Global X Founder-Run Companies ETF BOSS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8,707
| Closed | -$228K | – | 4863 |
|
|
2023
Q3 | $228K | Sell |
8,707
-2,737
| -24% | -$71.8K | ﹤0.01% | 4085 |
|
|
2023
Q2 | $306K | Buy |
11,444
+162
| +1% | +$4.33K | ﹤0.01% | 3788 |
|
|
2023
Q1 | $276K | Sell |
11,282
-7,802
| -41% | -$191K | ﹤0.01% | 3784 |
|
|
2022
Q4 | $421K | Buy |
19,084
+1,446
| +8% | +$31.9K | ﹤0.01% | 3392 |
|
|
2022
Q3 | $395K | Sell |
17,638
-995
| -5% | -$22.3K | ﹤0.01% | 3340 |
|
|
2022
Q2 | $424K | Sell |
18,633
-9,952
| -35% | -$226K | ﹤0.01% | 3326 |
|
|
2022
Q1 | $858K | Buy |
28,585
+1,383
| +5% | +$41.5K | ﹤0.01% | 2730 |
|
|
2021
Q4 | $925K | Buy |
27,202
+4,397
| +19% | +$150K | ﹤0.01% | 2719 |
|
|
2021
Q3 | $784K | Buy |
22,805
+3,567
| +19% | +$123K | ﹤0.01% | 2804 |
|
|
2021
Q2 | $677K | Buy |
19,238
+12,407
| +182% | +$437K | ﹤0.01% | 2882 |
|
|
2021
Q1 | $218K | Buy |
+6,831
| New | +$218K | ﹤0.01% | 3690 |
|