Compass Financial Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,858
| Closed | -$225K | – | 128 |
|
|
2022
Q3 | $225K | Buy |
1,858
+11
| +0.6% | +$1.33K | 0.33% | 100 |
|
|
2022
Q2 | $253K | Sell |
1,847
-912
| -33% | -$125K | 0.34% | 100 |
|
|
2022
Q1 | $528K | Sell |
2,759
-703
| -20% | -$135K | 0.58% | 57 |
|
|
2021
Q4 | $697K | Buy |
+3,462
| New | +$697K | 0.77% | 46 |
|