Moran 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 |
-3,782
| Closed | -$986K | – | 414 |
|
2023
Q4 | $986K | Buy |
3,782
+323
| +9% | +$84.2K | 0.04% | 304 |
|
2023
Q3 | $663K | Buy |
3,459
+203
| +6% | +$38.9K | 0.03% | 291 |
|
2023
Q2 | $688K | Buy |
3,256
+2,279
| +233% | +$481K | 0.03% | 286 |
|
2023
Q1 | $208K | Buy |
+977
| New | +$208K | 0.01% | 348 |
|