Aufman Associates’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 |
-1,081
| Closed | -$206K | – | 44 |
|
|
2022
Q4 | $206K | Buy |
+1,081
| New | +$206K | 0.19% | 43 |
|
|
2022
Q2 | – | Sell |
-1,081
| Closed | -$207K | – | 45 |
|
|
2022
Q1 | $207K | Hold |
1,081
| – | – | 0.16% | 47 |
|
|
2021
Q4 | $218K | Hold |
1,081
| – | – | 0.16% | 48 |
|
|
2021
Q3 | $238K | Hold |
1,081
| – | – | 0.2% | 39 |
|
|
2021
Q2 | $259K | Hold |
1,081
| – | – | 0.2% | 38 |
|
|
2021
Q1 | $275K | Hold |
1,081
| – | – | 0.23% | 31 |
|
|
2020
Q4 | $231K | Buy |
+1,081
| New | +$231K | 0.21% | 38 |
|
|
2020
Q1 | – | Sell |
-1,119
| Closed | -$365K | – | 35 |
|
|
2019
Q4 | $365K | Buy |
+1,119
| New | +$365K | 0.38% | 26 |
|