Geneva Partners’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-26,852
| Closed | -$5.67M | – | 68 |
|
|
2023
Q2 | $5.67M | Buy |
26,852
+5,495
| +26% | +$1.16M | 3.7% | 9 |
|
|
2023
Q1 | $4.54M | Buy |
+21,357
| New | +$4.54M | 3.88% | 6 |
|
|
2018
Q3 | – | Sell |
-875
| Closed | -$294K | – | 87 |
|
|
2018
Q2 | $294K | Buy |
+875
| New | +$294K | 0.23% | 77 |
|
|
2018
Q1 | – | Sell |
-2,500
| Closed | -$737K | – | 81 |
|
|
2017
Q4 | $737K | Sell |
2,500
-930
| -27% | -$274K | 0.55% | 58 |
|
|
2017
Q3 | $872K | Buy |
+3,430
| New | +$872K | 0.69% | 53 |
|
|
2016
Q2 | $211K | Buy |
+1,065
| New | +$211K | 0.19% | 76 |
|