Pacific Sun Financial’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 |
-1,913
| Closed | -$348K | – | 185 |
|
|
2024
Q2 | $348K | Sell |
1,913
-750
| -28% | -$137K | 0.21% | 131 |
|
|
2024
Q1 | $514K | Buy |
2,663
+772
| +41% | +$149K | 0.3% | 106 |
|
|
2023
Q4 | $493K | Sell |
1,891
-5
| -0.3% | -$1.3K | 0.31% | 103 |
|
|
2023
Q3 | $363K | Sell |
1,896
-17
| -0.9% | -$3.26K | 0.25% | 116 |
|
|
2023
Q2 | $406K | Buy |
+1,913
| New | +$406K | 0.27% | 112 |
|
|
2022
Q4 | $364K | Sell |
1,913
-500
| -21% | -$95.2K | 0.26% | 117 |
|
|
2022
Q3 | $292K | Buy |
2,413
+207
| +9% | +$25K | 0.21% | 133 |
|
|
2022
Q2 | $302K | Buy |
2,206
+4
| +0.2% | +$548 | 0.2% | 133 |
|
|
2022
Q1 | $422K | Buy |
2,202
+301
| +16% | +$57.7K | 0.23% | 120 |
|
|
2021
Q4 | $383K | Buy |
1,901
+39
| +2% | +$7.86K | 0.2% | 125 |
|
|
2021
Q3 | $410K | Buy |
+1,862
| New | +$410K | 0.24% | 115 |
|
|
2020
Q3 | $236K | Buy |
1,427
+119
| +9% | +$19.7K | 0.2% | 135 |
|
|
2020
Q2 | $240K | Buy |
+1,308
| New | +$240K | 0.22% | 123 |
|
|
2020
Q1 | – | Sell |
-803
| Closed | -$262K | – | 125 |
|
|
2019
Q4 | $262K | Buy |
+803
| New | +$262K | 0.23% | 119 |
|
|
2018
Q1 | – | Sell |
-1,200
| Closed | -$354K | – | 119 |
|
|
2017
Q4 | $354K | Buy |
+1,200
| New | +$354K | 0.19% | 95 |
|