Epic Trust Investment Advisors’s Boeing BA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,202
Closed -$230K 72
2022
Q1
$230K Sell
1,202
-1
-0.1% -$191 0.36% 66
2021
Q4
$242K Buy
+1,203
New +$242K 0.35% 63