Oxford Wealth Group’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
-11,199
Closed -$2.04M 60
2024
Q2
$2.04M Buy
11,199
+5,166
+86% +$940K 1.4% 20
2024
Q1
$1.16M Buy
+6,033
New +$1.16M 1.06% 25