New Potomac Partners’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 |
-810
| Closed | -$211K | – | 87 |
|
|
2023
Q4 | $211K | Buy |
+810
| New | +$211K | 0.13% | 83 |
|
|
2019
Q1 | – | Sell |
-470
| Closed | -$152K | – | 140 |
|
|
2018
Q4 | $152K | Hold |
470
| – | – | 0.16% | 67 |
|
|
2018
Q3 | $175K | Hold |
470
| – | – | 0.16% | 62 |
|
|
2018
Q2 | $158K | Hold |
470
| – | – | 0.15% | 65 |
|
|
2018
Q1 | $154K | Buy |
470
+70
| +18% | +$22.9K | 0.15% | 68 |
|
|
2017
Q4 | $118K | Buy |
+400
| New | +$118K | 0.11% | 77 |
|