Montis Financial’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-951
| Closed | -$213K | – | 88 |
|
|
2021
Q3 | $213K | Sell |
951
-127
| -12% | -$28.4K | 0.18% | 61 |
|
|
2021
Q2 | $258K | Buy |
1,078
+113
| +12% | +$27K | 0.21% | 60 |
|
|
2021
Q1 | $244K | Sell |
965
-449
| -32% | -$114K | 0.23% | 59 |
|
|
2020
Q4 | $274K | Buy |
+1,414
| New | +$274K | 0.27% | 50 |
|