Masso Torrence 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 |
-1,149
| Closed | -$299K | – | 94 |
|
2023
Q4 | $299K | Sell |
1,149
-195
| -15% | -$50.8K | 0.2% | 67 |
|
2023
Q3 | $258K | Sell |
1,344
-695
| -34% | -$133K | 0.2% | 70 |
|
2023
Q2 | $431K | Buy |
2,039
+250
| +14% | +$52.8K | 0.31% | 59 |
|
2023
Q1 | $380K | Hold |
1,789
| – | – | 0.3% | 62 |
|
2022
Q4 | $341K | Hold |
1,789
| – | – | 0.27% | 69 |
|
2022
Q3 | $217K | Hold |
1,789
| – | – | 0.19% | 79 |
|
2022
Q2 | $245K | Sell |
1,789
-85
| -5% | -$11.6K | 0.22% | 70 |
|
2022
Q1 | $359K | Hold |
1,874
| – | – | 0.29% | 58 |
|
2021
Q4 | $377K | Buy |
+1,874
| New | +$377K | 0.26% | 66 |
|