Valeo Financial Advisors’s Boston Omaha BOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,526
| Closed | -$104K | – | 624 |
|
|
2021
Q1 | $104K | Sell |
3,526
-239
| -6% | -$7.05K | ﹤0.01% | 586 |
|
|
2020
Q4 | $104K | Buy |
3,765
+100
| +3% | +$2.76K | 0.01% | 541 |
|
|
2020
Q3 | $59K | Buy |
3,665
+2,665
| +267% | +$42.9K | 0.01% | 589 |
|
|
2020
Q2 | $16K | Buy |
1,000
+400
| +67% | +$6.4K | ﹤0.01% | 1063 |
|
|
2020
Q1 | $11K | Hold |
600
| – | – | ﹤0.01% | 1009 |
|
|
2019
Q4 | $13K | Buy |
+600
| New | +$13K | ﹤0.01% | 1007 |
|