Andesa Financial Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,136
| Closed | -$407K | – | 126 |
|
|
2022
Q4 | $407K | Buy |
2,136
+238
| +13% | +$45.3K | 0.22% | 89 |
|
|
2022
Q3 | $231K | Buy |
1,898
+79
| +4% | +$9.62K | 0.08% | 138 |
|
|
2022
Q2 | $249K | Buy |
1,819
+223
| +14% | +$30.5K | 0.16% | 116 |
|
|
2022
Q1 | $307K | Buy |
1,596
+71
| +5% | +$13.7K | 0.17% | 113 |
|
|
2021
Q4 | $307K | Buy |
1,525
+279
| +22% | +$56.2K | 0.15% | 123 |
|
|
2021
Q3 | $273K | Buy |
1,246
+1
| +0.1% | +$219 | 0.15% | 116 |
|
|
2021
Q2 | $299K | Hold |
1,245
| – | – | 0.09% | 130 |
|
|
2021
Q1 | $317K | Buy |
1,245
+49
| +4% | +$12.5K | 0.1% | 116 |
|
|
2020
Q4 | $256K | Buy |
+1,196
| New | +$256K | 0.17% | 100 |
|