Fulcrum Equity Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,581
| Closed | -$216K | – | 67 |
|
|
2022
Q2 | $216K | Hold |
1,581
| – | – | 0.17% | 64 |
|
|
2022
Q1 | $303K | Hold |
1,581
| – | – | 0.18% | 81 |
|
|
2021
Q4 | $318K | Sell |
1,581
-55
| -3% | -$11.1K | 0.12% | 124 |
|
|
2021
Q3 | $360K | Sell |
1,636
-32
| -2% | -$7.04K | 0.14% | 108 |
|
|
2021
Q2 | $400K | Buy |
1,668
+242
| +17% | +$58K | 0.15% | 116 |
|
|
2021
Q1 | $363K | Hold |
1,426
| – | – | 0.14% | 124 |
|
|
2020
Q4 | $305K | Buy |
+1,426
| New | +$305K | 0.12% | 127 |
|