BlackDiamond Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-1,496
| Closed | -$273K | – | 139 |
|
2023
Q3 | $273K | Buy |
1,496
+72
| +5% | +$13.1K | 0.25% | 95 |
|
2023
Q2 | $305K | Buy |
1,424
+60
| +4% | +$12.9K | 0.26% | 88 |
|
2023
Q1 | $276K | Buy |
1,364
+98
| +8% | +$19.8K | 0.28% | 83 |
|
2022
Q4 | $262K | Sell |
1,266
-115
| -8% | -$23.8K | 0.3% | 83 |
|
2022
Q3 | $203K | Buy |
1,381
+8
| +0.6% | +$1.18K | 0.24% | 101 |
|
2022
Q2 | $217K | Buy |
+1,373
| New | +$217K | 0.27% | 102 |
|