Guild Investment Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,364
| Closed | -$1.03M | – | 51 |
|
|
2023
Q3 | $1.03M | Sell |
5,364
-20
| -0.4% | -$3.83K | 1.72% | 22 |
|
|
2023
Q2 | $1.14M | Sell |
5,384
-380
| -7% | -$80.2K | 1.6% | 23 |
|
|
2023
Q1 | $1.22M | Hold |
5,764
| – | – | 1.88% | 20 |
|
|
2022
Q4 | $1.1M | Buy |
+5,764
| New | +$1.1M | 1.88% | 23 |
|
|
2022
Q2 | – | Sell |
-1,164
| Closed | -$223K | – | 69 |
|
|
2022
Q1 | $223K | Hold |
1,164
| – | – | 0.23% | 70 |
|
|
2021
Q4 | $234K | Hold |
1,164
| – | – | 0.24% | 65 |
|
|
2021
Q3 | $256K | Hold |
1,164
| – | – | 0.25% | 60 |
|
|
2021
Q2 | $279K | Hold |
1,164
| – | – | 0.27% | 57 |
|
|
2021
Q1 | $296K | Buy |
+1,164
| New | +$296K | 0.32% | 54 |
|
|
2018
Q3 | – | Sell |
-4,725
| Closed | -$1.59M | – | 41 |
|
|
2018
Q2 | $1.59M | Buy |
+4,725
| New | +$1.59M | 3.05% | 12 |
|
|
2018
Q1 | – | Sell |
-2,230
| Closed | -$658K | – | 23 |
|
|
2017
Q4 | $658K | Buy |
2,230
+270
| +14% | +$79.7K | 0.62% | 25 |
|
|
2017
Q3 | $498K | Buy |
+1,960
| New | +$498K | 0.53% | 25 |
|
|
2014
Q1 | – | Sell |
-4,430
| Closed | -$605K | – | 24 |
|
|
2013
Q4 | $605K | Buy |
+4,430
| New | +$605K | 0.42% | 41 |
|