CPC
Consolidated Planning Corp’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-30,890
| Closed | -$5.96M | – | 186 |
|
|
2024
Q1 | $5.96M | Buy |
30,890
+3,008
| +11% | +$581K | 1.02% | 30 |
|
|
2023
Q4 | $7.27M | Buy |
27,882
+693
| +3% | +$181K | 1.35% | 20 |
|
|
2023
Q3 | $5.21M | Buy |
27,189
+771
| +3% | +$148K | 1.15% | 23 |
|
|
2023
Q2 | $5.58M | Buy |
+26,418
| New | +$5.58M | 1.17% | 22 |
|
|
2021
Q4 | – | Sell |
-938
| Closed | -$206K | – | 96 |
|
|
2021
Q3 | $206K | Buy |
+938
| New | +$206K | 0.13% | 60 |
|