Beverly Hills Private Wealth’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 |
-1,458
| Closed | -$265K | – | 340 |
|
|
2024
Q2 | $265K | Sell |
1,458
-260
| -15% | -$47.3K | 0.06% | 290 |
|
|
2024
Q1 | $332K | Sell |
1,718
-300
| -15% | -$57.9K | 0.08% | 261 |
|
|
2023
Q4 | $526K | Sell |
2,018
-15
| -0.7% | -$3.91K | 0.14% | 157 |
|
|
2023
Q3 | $390K | Sell |
2,033
-880
| -30% | -$169K | 0.12% | 190 |
|
|
2023
Q2 | $674K | Buy |
2,913
+302
| +12% | +$69.9K | 0.11% | 196 |
|
|
2023
Q1 | $555K | Buy |
+2,611
| New | +$555K | 0.17% | 135 |
|