Brio Consultants’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-796
| Closed | -$207K | – | 96 |
|
|
2023
Q4 | $207K | Buy |
+796
| New | +$207K | 0.04% | 97 |
|
|
2020
Q3 | – | Sell |
-1,200
| Closed | -$220K | – | 74 |
|
|
2020
Q2 | $220K | Buy |
+1,200
| New | +$220K | 0.07% | 65 |
|
|
2020
Q1 | – | Sell |
-1,175
| Closed | -$383K | – | 66 |
|
|
2019
Q4 | $383K | Buy |
1,175
+6
| +0.5% | +$1.96K | 0.13% | 52 |
|
|
2019
Q3 | $445K | Buy |
1,169
+147
| +14% | +$56K | 0.17% | 47 |
|
|
2019
Q2 | $372K | Sell |
1,022
-192
| -16% | -$69.9K | 0.15% | 48 |
|
|
2019
Q1 | $463K | Buy |
1,214
+6
| +0.5% | +$2.29K | 0.21% | 42 |
|
|
2018
Q4 | $390K | Buy |
+1,208
| New | +$390K | 0.2% | 47 |
|