Fusion Family Wealth’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-314
| Closed | -$93K | – | 280 |
|
|
2017
Q4 | $93K | Hold |
314
| – | – | 0.02% | 100 |
|
|
2017
Q3 | $80K | Buy |
314
+110
| +54% | +$28K | 0.03% | 68 |
|
|
2017
Q2 | $40K | Hold |
204
| – | – | 0.01% | 130 |
|
|
2017
Q1 | $36K | Hold |
204
| – | – | 0.01% | 133 |
|
|
2016
Q4 | $32K | Buy |
+204
| New | +$32K | 0.02% | 153 |
|