Mittelman 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
Q3
Sell
-1,353
Closed -$246K 33
2024
Q2
$246K Buy
1,353
+316
+30% +$57.5K 0.16% 67
2024
Q1
$200K Buy
+1,037
New +$200K 0.14% 64