Cadent Capital Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,544
| Closed | -$512K | – | 132 |
|
|
2021
Q4 | $512K | Buy |
2,544
+100
| +4% | +$20.1K | 0.23% | 67 |
|
|
2021
Q3 | $538K | Hold |
2,444
| – | – | 0.24% | 64 |
|
|
2021
Q2 | $586K | Sell |
2,444
-376
| -13% | -$90.2K | 0.24% | 63 |
|
|
2021
Q1 | $718K | Sell |
2,820
-350
| -11% | -$89.1K | 0.32% | 49 |
|
|
2020
Q4 | $679K | Buy |
+3,170
| New | +$679K | 0.33% | 49 |
|