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