Operose 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 |
-190
| Closed | -$28.9K | – | 446 |
|
|
2024
Q3 | $28.9K | Sell |
190
-134
| -41% | -$20.4K | 0.01% | 349 |
|
|
2024
Q2 | $59K | Sell |
324
-1,968
| -86% | -$358K | 0.02% | 226 |
|
|
2024
Q1 | $442K | Buy |
2,292
+1,893
| +474% | +$365K | 0.15% | 95 |
|
|
2023
Q4 | $104K | Sell |
399
-520
| -57% | -$136K | 0.04% | 152 |
|
|
2023
Q3 | $176K | Buy |
919
+505
| +122% | +$96.8K | 0.07% | 147 |
|
|
2023
Q2 | $87.4K | Hold |
414
| – | – | 0.04% | 132 |
|
|
2023
Q1 | $87.9K | Sell |
414
-50
| -11% | -$10.6K | 0.04% | 125 |
|
|
2022
Q4 | $88.4K | Hold |
464
| – | – | 0.05% | 121 |
|
|
2022
Q3 | $56K | Hold |
464
| – | – | 0.04% | 142 |
|
|
2022
Q2 | $63K | Hold |
464
| – | – | 0.04% | 126 |
|
|
2022
Q1 | $89K | Buy |
464
+69
| +17% | +$13.2K | 0.06% | 113 |
|
|
2021
Q4 | $80K | Buy |
+395
| New | +$80K | 0.07% | 105 |
|