Independent Family Office’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 |
-1,000
| Closed | -$261K | – | 75 |
|
|
2023
Q4 | $261K | Buy |
+1,000
| New | +$261K | 0.15% | 60 |
|
|
2023
Q3 | – | Sell |
-1,000
| Closed | -$211K | – | 69 |
|
|
2023
Q2 | $211K | Hold |
1,000
| – | – | 0.13% | 65 |
|
|
2023
Q1 | $212K | Buy |
+1,000
| New | +$212K | 0.12% | 67 |
|
|
2022
Q2 | – | Sell |
-1,600
| Closed | -$306K | – | 67 |
|
|
2022
Q1 | $306K | Hold |
1,600
| – | – | 0.1% | 57 |
|
|
2021
Q4 | $322K | Buy |
1,600
+200
| +14% | +$40.3K | 0.12% | 44 |
|
|
2021
Q3 | $308K | Hold |
1,400
| – | – | 0.13% | 39 |
|
|
2021
Q2 | $335K | Sell |
1,400
-55
| -4% | -$13.2K | 0.13% | 41 |
|
|
2021
Q1 | $357K | Buy |
1,455
+55
| +4% | +$13.5K | 0.14% | 46 |
|
|
2020
Q4 | $300K | Hold |
1,400
| – | – | 0.13% | 50 |
|
|
2020
Q3 | $231K | Hold |
1,400
| – | – | 0.11% | 54 |
|
|
2020
Q2 | $257K | Hold |
1,400
| – | – | 0.13% | 53 |
|
|
2020
Q1 | $209K | Hold |
1,400
| – | – | 0.13% | 52 |
|
|
2019
Q4 | $456K | Buy |
+1,400
| New | +$456K | 0.29% | 32 |
|