AFT Forsyth & Company’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,565
| Closed | -$467K | – | 132 |
|
|
2024
Q2 | $467K | Hold |
2,565
| – | – | 0.23% | 87 |
|
|
2024
Q1 | $495K | Buy |
+2,565
| New | +$495K | 0.28% | 83 |
|
|
2020
Q1 | – | Sell |
-2,523
| Closed | -$822K | – | 124 |
|
|
2019
Q4 | $822K | Sell |
2,523
-510
| -17% | -$166K | 0.63% | 53 |
|
|
2019
Q3 | $1.15M | Buy |
3,033
+105
| +4% | +$40K | 0.95% | 29 |
|
|
2019
Q2 | $1.07M | Sell |
2,928
-5
| -0.2% | -$1.82K | 0.88% | 37 |
|
|
2019
Q1 | $1.12M | Buy |
2,933
+65
| +2% | +$24.8K | 0.97% | 30 |
|
|
2018
Q4 | $925K | Buy |
2,868
+128
| +5% | +$41.3K | 0.92% | 36 |
|
|
2018
Q3 | $1.02M | Hold |
2,740
| – | – | 0.85% | 42 |
|
|
2018
Q2 | $919K | Buy |
2,740
+130
| +5% | +$43.6K | 0.81% | 43 |
|
|
2018
Q1 | $856K | Buy |
2,610
+520
| +25% | +$171K | 0.8% | 45 |
|
|
2017
Q4 | $616K | Buy |
+2,090
| New | +$616K | 0.6% | 57 |
|