Halpern Financial’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $7.34K | Hold |
48
| – | – | ﹤0.01% | 172 |
|
|
2024
Q2 | $8.74K | Hold |
48
| – | – | ﹤0.01% | 161 |
|
|
2024
Q1 | $8.88K | Buy |
+48
| New | +$8.88K | ﹤0.01% | 164 |
|
|
2023
Q2 | – | Sell |
-60
| Closed | -$12.7K | – | 252 |
|
|
2023
Q1 | $12.7K | Sell |
60
-68
| -53% | -$14.4K | ﹤0.01% | 126 |
|
|
2022
Q4 | $24.4K | Sell |
128
-8
| -6% | -$1.52K | 0.01% | 108 |
|
|
2022
Q3 | $16.5K | Buy |
136
+69
| +103% | +$8.36K | 0.01% | 124 |
|
|
2022
Q2 | $9.16K | Buy |
+67
| New | +$9.16K | ﹤0.01% | 169 |
|
|
2022
Q1 | – | Sell |
-50
| Closed | -$10.1K | – | 229 |
|
|
2021
Q4 | $10.1K | Buy |
+50
| New | +$10.1K | ﹤0.01% | 183 |
|
|
2021
Q2 | – | Sell |
-120
| Closed | -$30.6K | – | 245 |
|
|
2021
Q1 | $30.6K | Sell |
120
-10
| -8% | -$2.55K | 0.01% | 74 |
|
|
2020
Q4 | $27.8K | Hold |
130
| – | – | 0.01% | 70 |
|
|
2020
Q3 | $21.5K | Buy |
130
+10
| +8% | +$1.65K | 0.01% | 72 |
|
|
2020
Q2 | $22K | Buy |
120
+70
| +140% | +$12.8K | 0.01% | 71 |
|
|
2020
Q1 | $7.46K | Hold |
50
| – | – | 0.01% | 100 |
|
|
2019
Q4 | $16.3K | Buy |
+50
| New | +$16.3K | 0.01% | 91 |
|