Northern Financial Advisors’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 |
-1,196
| Closed | -$218K | – | 105 |
|
|
2024
Q2 | $218K | Sell |
1,196
-578
| -33% | -$105K | 0.17% | 103 |
|
|
2024
Q1 | $342K | Sell |
1,774
-1,162
| -40% | -$224K | 0.27% | 92 |
|
|
2023
Q4 | $765K | Buy |
2,936
+411
| +16% | +$107K | 0.64% | 53 |
|
|
2023
Q3 | $484K | Buy |
2,525
+479
| +23% | +$91.8K | 0.44% | 70 |
|
|
2023
Q2 | $379K | Buy |
2,046
+141
| +7% | +$26.1K | 0.33% | 79 |
|
|
2023
Q1 | $373K | Buy |
+1,905
| New | +$373K | 0.35% | 78 |
|