Mason & Associates (California)’s Boeing BA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-1,486
| Closed | -$226K | – | 107 |
|
2024
Q3 | $226K | Sell |
1,486
-933
| -39% | -$142K | 0.06% | 105 |
|
2024
Q2 | $440K | Sell |
2,419
-1,226
| -34% | -$223K | 0.12% | 73 |
|
2024
Q1 | $703K | Buy |
3,645
+1,600
| +78% | +$309K | 0.19% | 52 |
|
2023
Q4 | $533K | Buy |
2,045
+981
| +92% | +$256K | 0.16% | 52 |
|
2023
Q3 | $204K | Buy |
+1,064
| New | +$204K | 0.07% | 81 |
|