Advisory Services & Investments’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $203K | Buy |
1,337
+5
| +0.4% | +$760 | 0.14% | 38 |
|
|
2024
Q2 | $242K | Hold |
1,332
| – | – | 0.17% | 32 |
|
|
2024
Q1 | $257K | Hold |
1,332
| – | – | 0.18% | 32 |
|
|
2023
Q4 | $347K | Hold |
1,332
| – | – | 0.26% | 28 |
|
|
2023
Q3 | $255K | Hold |
1,332
| – | – | 0.22% | 27 |
|
|
2023
Q2 | $281K | Sell |
1,332
-17
| -1% | -$3.59K | 0.23% | 29 |
|
|
2023
Q1 | $287K | Buy |
+1,349
| New | +$287K | 0.26% | 31 |
|
|
2022
Q2 | – | Sell |
-1,339
| Closed | -$256K | – | 43 |
|
|
2022
Q1 | $256K | Buy |
1,339
+7
| +0.5% | +$1.34K | 0.21% | 40 |
|
|
2021
Q4 | $268K | Hold |
1,332
| – | – | 0.17% | 34 |
|
|
2021
Q3 | $293K | Buy |
+1,332
| New | +$293K | 0.19% | 33 |
|