Navis Wealth Advisors’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 |
-1,801
| Closed | -$274K | – | 104 |
|
|
2024
Q3 | $274K | Hold |
1,801
| – | – | 0.3% | 81 |
|
|
2024
Q2 | $328K | Sell |
1,801
-2
| -0.1% | -$364 | 0.38% | 60 |
|
|
2024
Q1 | $348K | Sell |
1,803
-7
| -0.4% | -$1.35K | 0.42% | 57 |
|
|
2023
Q4 | $472K | Hold |
1,810
| – | – | 0.62% | 38 |
|
|
2023
Q3 | $347K | Buy |
+1,810
| New | +$347K | 0.5% | 48 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 107 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 112 |
|
|
2021
Q1 | – | Sell |
-570
| Closed | -$122K | – | 107 |
|
|
2020
Q4 | $122K | Buy |
+570
| New | +$122K | 0.11% | 106 |
|