Heritage Wealth Partners’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,160
| Closed | -$302K | – | 59 |
|
|
2024
Q1 | $302K | Hold |
1,160
| – | – | 0.62% | 28 |
|
|
2023
Q4 | $302K | Hold |
1,160
| – | – | 0.62% | 28 |
|
|
2023
Q3 | $222K | Buy |
1,160
+7
| +0.6% | +$1.34K | 0.47% | 36 |
|
|
2023
Q2 | $244K | Buy |
+1,153
| New | +$244K | 0.14% | 63 |
|
|
2023
Q1 | – | Sell |
-1,212
| Closed | -$215K | – | 33 |
|
|
2022
Q4 | $215K | Buy |
+1,212
| New | +$215K | 0.2% | 43 |
|