Invictus Private Wealth’s Boeing BA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $200K | Buy |
+955
| New | +$200K | 0.01% | 84 |
|
2024
Q2 | – | Sell |
-1,102
| Closed | -$213K | – | 86 |
|
2024
Q1 | $213K | Sell |
1,102
-82
| -7% | -$15.8K | 0.02% | 89 |
|
2023
Q4 | $309K | Sell |
1,184
-29
| -2% | -$7.56K | 0.03% | 78 |
|
2023
Q3 | $233K | Buy |
+1,213
| New | +$233K | 0.03% | 85 |
|