Caliber Wealth Management (Utah)’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,865
| Closed | -$355K | – | 63 |
|
|
2022
Q4 | $355K | Buy |
+1,865
| New | +$355K | 0.27% | 65 |
|
|
2022
Q2 | – | Sell |
-2,115
| Closed | -$405K | – | 67 |
|
|
2022
Q1 | $405K | Sell |
2,115
-8,538
| -80% | -$1.63M | 0.26% | 57 |
|
|
2021
Q4 | $2.41M | Buy |
10,653
+2,292
| +27% | +$518K | 1.66% | 21 |
|
|
2021
Q3 | $1.81M | Buy |
8,361
+453
| +6% | +$98.3K | 1.28% | 40 |
|
|
2021
Q2 | $1.89M | Buy |
7,908
+1,277
| +19% | +$306K | 1.34% | 23 |
|
|
2021
Q1 | $1.69M | Buy |
+6,631
| New | +$1.69M | 1.23% | 29 |
|