Fortune 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
Q3 | – | Sell |
-3,542
| Closed | -$645K | – | 94 |
|
2024
Q2 | $645K | Sell |
3,542
-295
| -8% | -$53.7K | 0.39% | 73 |
|
2024
Q1 | $741K | Sell |
3,837
-132
| -3% | -$25.5K | 0.47% | 66 |
|
2023
Q4 | $1.03M | Buy |
3,969
+78
| +2% | +$20.3K | 0.72% | 44 |
|
2023
Q3 | $746K | Buy |
3,891
+230
| +6% | +$44.1K | 0.57% | 56 |
|
2023
Q2 | $773K | Buy |
+3,661
| New | +$773K | 0.58% | 55 |
|