Fiduciary Planning’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-258
| Closed | -$66K | – | 72 |
|
|
2021
Q1 | $66K | Buy |
258
+40
| +18% | +$10.2K | 0.1% | 67 |
|
|
2020
Q4 | $47K | Buy |
218
+183
| +523% | +$39.5K | 0.07% | 82 |
|
|
2020
Q3 | $6K | Buy |
+35
| New | +$6K | 0.01% | 127 |
|
|
2020
Q1 | – | Sell |
-1,370
| Closed | -$434K | – | 38 |
|
|
2019
Q4 | $434K | Buy |
+1,370
| New | +$434K | 0.4% | 39 |
|