Curi Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-510
| Closed | -$70K | – | 231 |
|
|
2022
Q2 | $70K | Buy |
510
+62
| +14% | +$8.51K | 0.01% | 199 |
|
|
2022
Q1 | $85K | Buy |
448
+31
| +7% | +$5.88K | 0.01% | 171 |
|
|
2021
Q4 | $83K | Buy |
+417
| New | +$83K | 0.01% | 154 |
|
|
2021
Q1 | – | Sell |
-176
| Closed | -$37K | – | 130 |
|
|
2020
Q4 | $37K | Buy |
+176
| New | +$37K | 0.03% | 168 |
|