Delta Financial Advisors’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 |
-3,294
| Closed | -$859K | – | 117 |
|
|
2023
Q4 | $859K | Sell |
3,294
-3,669
| -53% | -$956K | 0.37% | 75 |
|
|
2023
Q3 | $1.33M | Hold |
6,963
| – | – | 0.6% | 59 |
|
|
2023
Q2 | $1.47M | Buy |
6,963
+3,669
| +111% | +$775K | 0.65% | 55 |
|
|
2023
Q1 | $700K | Sell |
3,294
-110
| -3% | -$23.4K | 0.34% | 78 |
|
|
2022
Q4 | $648K | Hold |
3,404
| – | – | 0.31% | 80 |
|
|
2022
Q3 | $412K | Buy |
3,404
+34
| +1% | +$4.12K | 0.22% | 91 |
|
|
2022
Q2 | $461K | Buy |
3,370
+125
| +4% | +$17.1K | 0.23% | 92 |
|
|
2022
Q1 | $621K | Buy |
3,245
+184
| +6% | +$35.2K | 0.27% | 86 |
|
|
2021
Q4 | $616K | Buy |
3,061
+875
| +40% | +$176K | 0.25% | 87 |
|
|
2021
Q3 | $481K | Buy |
2,186
+55
| +3% | +$12.1K | 0.21% | 94 |
|
|
2021
Q2 | $510K | Buy |
2,131
+36
| +2% | +$8.62K | 0.22% | 93 |
|
|
2021
Q1 | $534K | Buy |
2,095
+80
| +4% | +$20.4K | 0.25% | 90 |
|
|
2020
Q4 | $431K | Sell |
2,015
-79
| -4% | -$16.9K | 0.22% | 95 |
|
|
2020
Q3 | $346K | Buy |
2,094
+74
| +4% | +$12.2K | 0.19% | 98 |
|
|
2020
Q2 | $370K | Sell |
2,020
-70
| -3% | -$12.8K | 0.22% | 92 |
|
|
2020
Q1 | $312K | Buy |
2,090
+970
| +87% | +$145K | 0.21% | 91 |
|
|
2019
Q4 | $365K | Buy |
1,120
+15
| +1% | +$4.89K | 0.14% | 99 |
|
|
2019
Q3 | $420K | Hold |
1,105
| – | – | 0.17% | 102 |
|
|
2019
Q2 | $402K | Buy |
+1,105
| New | +$402K | 0.17% | 99 |
|