Cardiff Park Advisors’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 |
-828
| Closed | -$216K | – | 349 |
|
2023
Q4 | $216K | Buy |
+828
| New | +$216K | 0.02% | 223 |
|
2023
Q1 | – | Sell |
-1,828
| Closed | -$348K | – | 317 |
|
2022
Q4 | $348K | Buy |
+1,828
| New | +$348K | 0.05% | 178 |
|
2022
Q2 | – | Sell |
-1,236
| Closed | -$237K | – | 319 |
|
2022
Q1 | $237K | Buy |
1,236
+224
| +22% | +$43K | 0.03% | 207 |
|
2021
Q4 | $204K | Buy |
+1,012
| New | +$204K | 0.03% | 232 |
|