Aletheian Wealth Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,474
| Closed | -$645K | – | 84 |
|
|
2023
Q4 | $645K | Sell |
2,474
-77
| -3% | -$20.1K | 0.43% | 54 |
|
|
2023
Q3 | $489K | Buy |
+2,551
| New | +$489K | 0.38% | 59 |
|
|
2023
Q1 | – | Sell |
-2,850
| Closed | -$543K | – | 64 |
|
|
2022
Q4 | $543K | Buy |
+2,850
| New | +$543K | 0.47% | 46 |
|