Advisory Research’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,218
| Closed | -$425K | – | 347 |
|
|
2023
Q3 | $425K | Buy |
2,218
+218
| +11% | +$41.8K | 0.06% | 300 |
|
|
2023
Q2 | $422K | Buy |
+2,000
| New | +$422K | 0.05% | 318 |
|
|
2014
Q2 | – | Sell |
-535
| Closed | -$67K | – | 358 |
|
|
2014
Q1 | $67K | Buy |
+535
| New | +$67K | ﹤0.01% | 653 |
|