Castleview Partners’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-936
| Closed | -$161K | – | 206 |
|
|
2024
Q4 | $161K | Sell |
936
-5
| -0.5% | -$859 | 0.09% | 206 |
|
|
2024
Q3 | $143K | Buy |
941
+8
| +0.9% | +$1.22K | 0.08% | 195 |
|
|
2024
Q2 | $170K | Sell |
933
-477
| -34% | -$86.8K | 0.1% | 187 |
|
|
2024
Q1 | $272K | Buy |
1,410
+19
| +1% | +$3.67K | 0.15% | 146 |
|
|
2023
Q4 | $363K | Buy |
1,391
+931
| +202% | +$243K | 0.25% | 94 |
|
|
2023
Q3 | $88.2K | Sell |
460
-225
| -33% | -$43.1K | 0.08% | 192 |
|
|
2023
Q2 | $145K | Buy |
685
+180
| +36% | +$38K | 0.13% | 145 |
|
|
2023
Q1 | $107K | Buy |
+505
| New | +$107K | 0.1% | 172 |
|
|
2022
Q4 | – | Sell |
-225
| Closed | -$27K | – | 657 |
|
|
2022
Q3 | $27K | Buy |
225
+197
| +704% | +$23.6K | 0.03% | 305 |
|
|
2022
Q2 | $49K | Sell |
28
-322
| -92% | -$563K | 0.04% | 302 |
|
|
2022
Q1 | $67K | Sell |
350
-281,424
| -100% | -$53.9M | 0.04% | 312 |
|
|
2021
Q4 | $1.4K | Buy |
+281,774
| New | +$1.4K | 0.01% | 339 |
|
|
2021
Q2 | $341K | Buy |
+1,424
| New | +$341K | 0.15% | 140 |
|
|
2018
Q1 | $560K | Buy |
+1,707
| New | +$560K | 0.46% | 52 |
|