Heron Financial Group’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $246K | Sell |
1,166
-10
| -0.9% | -$2.11K | 0.13% | 124 |
|
|
2023
Q1 | $250K | Hold |
1,176
| – | – | 0.14% | 122 |
|
|
2022
Q4 | $241K | Buy |
+1,176
| New | +$241K | 0.16% | 108 |
|
|
2022
Q2 | – | Sell |
-1,616
| Closed | -$309K | – | 140 |
|
|
2022
Q1 | $309K | Buy |
1,616
+115
| +8% | +$22K | 0.16% | 113 |
|
|
2021
Q4 | $313K | Sell |
1,501
-6
| -0.4% | -$1.25K | 0.17% | 109 |
|
|
2021
Q3 | $331K | Buy |
1,507
+6
| +0.4% | +$1.32K | 0.18% | 104 |
|
|
2021
Q2 | $360K | Sell |
1,501
-88
| -6% | -$21.1K | 0.21% | 98 |
|
|
2021
Q1 | $402K | Hold |
1,589
| – | – | 0.24% | 88 |
|
|
2020
Q4 | $338K | Buy |
1,589
+40
| +3% | +$8.51K | 0.23% | 92 |
|
|
2020
Q3 | $265K | Buy |
1,549
+40
| +3% | +$6.84K | 0.21% | 99 |
|
|
2020
Q2 | $269K | Buy |
+1,509
| New | +$269K | 0.24% | 96 |
|
|
2020
Q1 | – | Sell |
-1,397
| Closed | -$481K | – | 113 |
|
|
2019
Q4 | $481K | Buy |
+1,397
| New | +$481K | 0.4% | 61 |
|