Constellation Wealth Advisors’s Boeing BA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q3
Sell
-4,989
Closed -$635K 201
2014
Q2
$635K Buy
4,989
+964
+24% +$123K 0.07% 116
2014
Q1
$505K Buy
+4,025
New +$505K 0.05% 145