CIC Wealth’s Boeing BA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $257K | Hold |
1,693
| – | – | 0.07% | 144 |
|
2024
Q2 | $308K | Buy |
1,693
+36
| +2% | +$6.55K | 0.08% | 121 |
|
2024
Q1 | $320K | Hold |
1,657
| – | – | 0.09% | 122 |
|
2023
Q4 | $432K | Buy |
+1,657
| New | +$432K | 0.14% | 99 |
|
2023
Q3 | – | Sell |
-1,001
| Closed | -$211K | – | 150 |
|
2023
Q2 | $211K | Sell |
1,001
-250
| -20% | -$52.8K | 0.07% | 149 |
|
2023
Q1 | $266K | Hold |
1,251
| – | – | 0.1% | 125 |
|
2022
Q4 | $238K | Buy |
+1,251
| New | +$238K | 0.1% | 139 |
|