Charles Carroll Financial Partners’s Boeing BA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$2.65M Sell
2023
Q3
$2.03M Buy
2023
Q2
$1.82M Buy
2023
Q1
$993K Buy
2022
Q4
$619K Buy
2022
Q3
$266K Hold
2022
Q2
$301K Sell
2022
Q1
$1.4M Sell
2021
Q4
$1.59M Buy