DFPG Investments’s Boeing BA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$1.17M Sell
4,780
-243
-5% -$59.3K 0.09% 207
2023
Q3
$971K Sell
5,023
-23
-0.5% -$4.45K 0.09% 211
2023
Q2
$1.05M Buy
5,046
+374
+8% +$78K 0.09% 214
2023
Q1
$992K Buy
4,672
+93
+2% +$19.8K 0.11% 201
2022
Q4
$953K Buy
4,579
+1,252
+38% +$260K 0.16% 152
2022
Q3
$470K Buy
3,327
+1,578
+90% +$223K 0.2% 86
2022
Q2
$258K Sell
1,749
-750
-30% -$111K 0.11% 126
2022
Q1
$449K Sell
2,499
-272
-10% -$48.9K 0.17% 90
2021
Q4
$594K Buy
2,771
+232
+9% +$49.7K 0.25% 88
2021
Q3
$552K Sell
2,539
-8,848
-78% -$1.92M 0.21% 97
2021
Q2
$2.6M Buy
11,387
+3,225
+40% +$736K 0.98% 27
2021
Q1
$2.12M Buy
8,162
+630
+8% +$163K 0.9% 34
2020
Q4
$1.58M Sell
7,532
-1,100
-13% -$231K 0.73% 38
2020
Q3
$1.42M Buy
8,632
+2,394
+38% +$394K 0.76% 34
2020
Q2
$1.12M Buy
6,238
+3,243
+108% +$580K 0.68% 37
2020
Q1
$437K Buy
2,995
+1,851
+162% +$270K 0.33% 86
2019
Q4
$377K Buy
1,144
+141
+14% +$46.5K 0.25% 102
2019
Q3
$375K Sell
1,003
-362
-27% -$135K 0.31% 95
2019
Q2
$482K Sell
1,365
-3,745
-73% -$1.32M 0.46% 70
2019
Q1
$2.02M Buy
5,110
+955
+23% +$378K 2.17% 8
2018
Q4
$1.34M Buy
+4,155
New +$1.34M 1.77% 12