Davis Investment Partners’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,280
| Closed | -$224K | – | 117 |
|
|
2024
Q1 | $224K | Sell |
1,280
-371
| -22% | -$64.8K | 0.1% | 110 |
|
|
2023
Q4 | $404K | Hold |
1,651
| – | – | 0.2% | 76 |
|
|
2023
Q3 | $308K | Sell |
1,651
-344
| -17% | -$64.1K | 0.16% | 81 |
|
|
2023
Q2 | $426K | Buy |
1,995
+570
| +40% | +$122K | 0.2% | 75 |
|
|
2023
Q1 | $305K | Buy |
+1,425
| New | +$305K | 0.16% | 81 |
|