Fortem Financial Group’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $368K | Sell |
1,850
-100
| -5% | -$22.8K | 0.09% | 137 |
|
|
2025
Q4 | $423K | Buy |
+1,950
| New | +$401K | 0.11% | 123 |
|
|
2024
Q2 | – | Sell |
-1,046
| Closed | -$202K | – | 169 |
|
|
2024
Q1 | $202K | Sell |
1,046
-541
| -34% | -$111K | 0.09% | 159 |
|
|
2023
Q4 | $414K | Sell |
1,587
-1
| -0.1% | -$214 | 0.21% | 116 |
|
|
2023
Q3 | $304K | Buy |
1,588
+121
| +8% | +$26.5K | 0.18% | 130 |
|
|
2023
Q2 | $310K | Hold |
1,467
| – | – | 0.18% | 128 |
|
|
2023
Q1 | $312K | Sell |
1,467
-500
| -25% | -$104K | 0.2% | 118 |
|
|
2022
Q4 | $375K | Buy |
1,967
+200
| +11% | +$32.7K | 0.22% | 122 |
|
|
2022
Q3 | $214K | Hold |
1,767
| – | – | 0.15% | 144 |
|
|
2022
Q2 | $242K | Sell |
1,767
-260
| -13% | -$38.4K | 0.16% | 148 |
|
|
2022
Q1 | $388K | Buy |
2,027
+253
| +14% | +$50.8K | 0.17% | 126 |
|
|
2021
Q4 | $357K | Sell |
1,774
-614
| -26% | -$130K | 0.16% | 134 |
|
|
2021
Q3 | $525K | Buy |
2,388
+200
| +9% | +$44.6K | 0.27% | 108 |
|
|
2021
Q2 | $524K | Sell |
2,188
-10
| -0.5% | -$2.42K | 0.27% | 110 |
|
|
2021
Q1 | $560K | Buy |
2,198
+220
| +11% | +$48.9K | 0.32% | 95 |
|
|
2020
Q4 | $424K | Buy |
1,978
+318
| +19% | +$61.1K | 0.25% | 101 |
|
|
2020
Q3 | $274K | Buy |
1,660
+300
| +22% | +$51.1K | 0.2% | 121 |
|
|
2020
Q2 | $249K | Buy |
+1,360
| New | +$209K | 0.19% | 106 |
|
|
2020
Q1 | – | Sell |
-803
| Closed | -$262K | – | 131 |
|
|
2019
Q4 | $262K | Hold |
803
| – | – | 0.19% | 95 |
|
|
2019
Q3 | $306K | Buy |
803
+50
| +7% | +$17.9K | 0.26% | 84 |
|
|
2019
Q2 | $274K | Buy |
+753
| New | +$275K | 0.28% | 78 |
|
Other funds holding BA
VCM
VPM
