Frisch Financial Group’s Boeing BA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-783
| Closed | -$204K | – | 134 |
|
2023
Q4 | $204K | Buy |
+783
| New | +$204K | 0.08% | 122 |
|
2019
Q3 | – | Sell |
-732
| Closed | -$266K | – | 101 |
|
2019
Q2 | $266K | Buy |
732
+5
| +0.7% | +$1.82K | 0.18% | 76 |
|
2019
Q1 | $277K | Sell |
727
-145
| -17% | -$55.2K | 0.17% | 79 |
|
2018
Q4 | $281K | Buy |
+872
| New | +$281K | 0.2% | 69 |
|