JSF Financial’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 |
-1,027
| Closed | -$268K | – | 109 |
|
2023
Q4 | $268K | Sell |
1,027
-81
| -7% | -$21.1K | 0.09% | 91 |
|
2023
Q3 | $212K | Sell |
1,108
-17
| -2% | -$3.26K | 0.08% | 97 |
|
2023
Q2 | $238K | Sell |
1,125
-55
| -5% | -$11.6K | 0.08% | 93 |
|
2023
Q1 | $251K | Sell |
1,180
-47
| -4% | -$9.99K | 0.09% | 100 |
|
2022
Q4 | $234K | Buy |
+1,227
| New | +$234K | 0.09% | 99 |
|
2022
Q2 | – | Sell |
-1,408
| Closed | -$270K | – | 101 |
|
2022
Q1 | $270K | Buy |
1,408
+20
| +1% | +$3.84K | 0.11% | 90 |
|
2021
Q4 | $280K | Sell |
1,388
-439
| -24% | -$88.6K | 0.14% | 85 |
|
2021
Q3 | $402K | Sell |
1,827
-24
| -1% | -$5.28K | 0.2% | 54 |
|
2021
Q2 | $444K | Sell |
1,851
-3
| -0.2% | -$720 | 0.26% | 46 |
|
2021
Q1 | $472K | Sell |
1,854
-51
| -3% | -$13K | 0.3% | 41 |
|
2020
Q4 | $408K | Sell |
1,905
-467
| -20% | -$100K | 0.29% | 40 |
|
2020
Q3 | $392K | Sell |
2,372
-104
| -4% | -$17.2K | 0.31% | 39 |
|
2020
Q2 | $454K | Buy |
2,476
+125
| +5% | +$22.9K | 0.39% | 35 |
|
2020
Q1 | $351K | Buy |
2,351
+1,140
| +94% | +$170K | 0.36% | 40 |
|
2019
Q4 | $395K | Sell |
1,211
-137
| -10% | -$44.7K | 0.39% | 41 |
|
2019
Q3 | $513K | Sell |
1,348
-12
| -0.9% | -$4.57K | 0.56% | 29 |
|
2019
Q2 | $495K | Buy |
1,360
+153
| +13% | +$55.7K | 0.54% | 32 |
|
2019
Q1 | $461K | Sell |
1,207
-309
| -20% | -$118K | 0.51% | 29 |
|
2018
Q4 | $489K | Buy |
+1,516
| New | +$489K | 0.5% | 25 |
|