Horizon Family Wealth’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,035
| Closed | -$530K | – | 77 |
|
|
2023
Q4 | $530K | Buy |
2,035
+35
| +2% | +$9.12K | 0.45% | 33 |
|
|
2023
Q3 | $383K | Buy |
2,000
+173
| +9% | +$33.2K | 0.37% | 36 |
|
|
2023
Q2 | $386K | Buy |
1,827
+103
| +6% | +$21.7K | 0.37% | 36 |
|
|
2023
Q1 | $366K | Buy |
1,724
+160
| +10% | +$34K | 0.39% | 38 |
|
|
2022
Q4 | $298K | Sell |
1,564
-715
| -31% | -$136K | 0.34% | 44 |
|
|
2022
Q3 | $276K | Hold |
2,279
| – | – | 0.34% | 42 |
|
|
2022
Q2 | $312K | Sell |
2,279
-39
| -2% | -$5.34K | 0.36% | 41 |
|
|
2022
Q1 | $444K | Buy |
+2,318
| New | +$444K | 0.44% | 39 |
|