Fountainhead AM’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 |
-1,168
| Closed | -$213K | – | 149 |
|
|
2024
Q2 | $213K | Buy |
1,168
+117
| +11% | +$21.3K | 0.05% | 130 |
|
|
2024
Q1 | $203K | Sell |
1,051
-34
| -3% | -$6.56K | 0.05% | 129 |
|
|
2023
Q4 | $283K | Buy |
+1,085
| New | +$283K | 0.08% | 87 |
|
|
2022
Q1 | – | Sell |
-1,760
| Closed | -$354K | – | 76 |
|
|
2021
Q4 | $354K | Buy |
1,760
+7
| +0.4% | +$1.41K | 0.15% | 49 |
|
|
2021
Q3 | $386K | Sell |
1,753
-579
| -25% | -$127K | 0.19% | 40 |
|
|
2021
Q2 | $594K | Hold |
2,332
| – | – | 0.32% | 30 |
|
|
2021
Q1 | $594K | Sell |
2,332
-45
| -2% | -$11.5K | 0.32% | 30 |
|
|
2020
Q4 | $509K | Buy |
+2,377
| New | +$509K | 0.32% | 31 |
|