MorganRosel Wealth Management’s Boise Cascade BCC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-7,756
| Closed | -$925K | – | 104 |
|
2024
Q2 | $925K | Buy |
7,756
+138
| +2% | +$16.5K | 0.33% | 54 |
|
2024
Q1 | $1.17M | Sell |
7,618
-2,043
| -21% | -$313K | 0.42% | 41 |
|
2023
Q4 | $1.25M | Buy |
9,661
+3,557
| +58% | +$460K | 0.48% | 35 |
|
2023
Q3 | $629K | Buy |
+6,104
| New | +$629K | 0.26% | 62 |
|
2022
Q3 | – | Sell |
-10,521
| Closed | -$626K | – | 92 |
|
2022
Q2 | $626K | Sell |
10,521
-5,041
| -32% | -$300K | 0.33% | 54 |
|
2022
Q1 | $1.08M | Buy |
+15,562
| New | +$1.08M | 0.52% | 33 |
|