Horst & Graben Wealth Management’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 |
-804
| Closed | -$209K | – | 145 |
|
|
2023
Q4 | $209K | Buy |
+804
| New | +$209K | 0.05% | 131 |
|
|
2021
Q4 | – | Sell |
-1,973
| Closed | -$434K | – | 134 |
|
|
2021
Q3 | $434K | Hold |
1,973
| – | – | 0.12% | 87 |
|
|
2021
Q2 | $473K | Hold |
1,973
| – | – | 0.13% | 80 |
|
|
2021
Q1 | $503K | Buy |
1,973
+1,012
| +105% | +$258K | 0.16% | 79 |
|
|
2020
Q4 | $206K | Buy |
+961
| New | +$206K | 0.07% | 109 |
|