Clarity Wealth 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 |
-863
| Closed | -$225K | – | 87 |
|
2023
Q4 | $225K | Buy |
+863
| New | +$225K | 0.09% | 80 |
|
2021
Q4 | – | Sell |
-1,101
| Closed | -$242K | – | 71 |
|
2021
Q3 | $242K | Sell |
1,101
-10
| -0.9% | -$2.2K | 0.12% | 61 |
|
2021
Q2 | $266K | Buy |
+1,111
| New | +$266K | 0.14% | 53 |
|