Steward Partners Investment Advisory’s Boston Omaha BOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-87
| Closed | -$2.31K | – | 3324 |
|
|
2022
Q4 | $2.31K | Hold |
87
| – | – | ﹤0.01% | 2992 |
|
|
2022
Q3 | $2K | Hold |
87
| – | – | ﹤0.01% | 3003 |
|
|
2022
Q2 | $2K | Buy |
+87
| New | +$2K | ﹤0.01% | 2982 |
|
|
2021
Q2 | – | Sell |
-4,570
| Closed | -$135K | – | 7118 |
|
|
2021
Q1 | $135K | Buy |
+4,570
| New | +$135K | ﹤0.01% | 1468 |
|