Curran Financial Partners’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 |
-1,138
| Closed | -$244K | – | 83 |
|
|
2023
Q4 | $244K | Sell |
1,138
-56
| -5% | -$12K | 0.09% | 71 |
|
|
2023
Q3 | $229K | Buy |
1,194
+99
| +9% | +$19K | 0.1% | 66 |
|
|
2023
Q2 | $231K | Buy |
+1,095
| New | +$231K | 0.1% | 66 |
|
|
2021
Q2 | – | Sell |
-796
| Closed | -$203K | – | 64 |
|
|
2021
Q1 | $203K | Buy |
+796
| New | +$203K | 0.15% | 56 |
|