Bard Financial Services’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,605
| Closed | -$310K | – | 224 |
|
|
2024
Q1 | $310K | Sell |
1,605
-625
| -28% | -$121K | 0.03% | 184 |
|
|
2023
Q4 | $581K | Buy |
2,230
+230
| +12% | +$60K | 0.07% | 146 |
|
|
2023
Q3 | $383K | Buy |
2,000
+125
| +7% | +$24K | 0.05% | 163 |
|
|
2023
Q2 | $396K | Hold |
1,875
| – | – | 0.03% | 232 |
|
|
2023
Q1 | $398K | Sell |
1,875
-250
| -12% | -$53.1K | 0.03% | 226 |
|
|
2022
Q4 | $405K | Buy |
2,125
+125
| +6% | +$23.8K | 0.03% | 217 |
|
|
2022
Q3 | $242K | Buy |
2,000
+450
| +29% | +$54.5K | 0.02% | 255 |
|
|
2022
Q2 | $212K | Sell |
1,550
-225
| -13% | -$30.8K | 0.02% | 269 |
|
|
2022
Q1 | $340K | Sell |
1,775
-375
| -17% | -$71.8K | 0.03% | 228 |
|
|
2021
Q4 | $433K | Buy |
2,150
+75
| +4% | +$15.1K | 0.03% | 198 |
|
|
2021
Q3 | $456K | Sell |
2,075
-110
| -5% | -$24.2K | 0.04% | 188 |
|
|
2021
Q2 | $523K | Buy |
2,185
+75
| +4% | +$18K | 0.05% | 186 |
|
|
2021
Q1 | $537K | Sell |
2,110
-350
| -14% | -$89.1K | 0.05% | 171 |
|
|
2020
Q4 | $527K | Buy |
+2,460
| New | +$527K | 0.05% | 173 |
|