Sharp Financial Services’s Boeing BA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-1,785
| Closed | -$316K | – | 90 |
|
2024
Q4 | $316K | Sell |
1,785
-85
| -5% | -$15K | 0.24% | 66 |
|
2024
Q3 | $284K | Sell |
1,870
-365
| -16% | -$55.5K | 0.22% | 75 |
|
2024
Q2 | $407K | Buy |
2,235
+655
| +41% | +$119K | 0.35% | 55 |
|
2024
Q1 | $305K | Buy |
+1,580
| New | +$305K | 0.28% | 72 |
|