Shepherd Financial Partners’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 |
-1,263
| Closed | -$230K | – | 217 |
|
|
2024
Q2 | $230K | Buy |
+1,263
| New | +$230K | 0.03% | 198 |
|
|
2020
Q1 | – | Sell |
-3,472
| Closed | -$1.13M | – | 117 |
|
|
2019
Q4 | $1.13M | Buy |
3,472
+19
| +0.6% | +$6.2K | 0.26% | 64 |
|
|
2019
Q3 | $1.32M | Sell |
3,453
-58
| -2% | -$22.1K | 0.33% | 53 |
|
|
2019
Q2 | $1.28M | Sell |
3,511
-97
| -3% | -$35.3K | 0.24% | 54 |
|
|
2019
Q1 | $1.38M | Buy |
3,608
+202
| +6% | +$77K | 0.27% | 52 |
|
|
2018
Q4 | $1.1M | Buy |
3,406
+1,287
| +61% | +$415K | 0.24% | 51 |
|
|
2018
Q3 | $711K | Hold |
2,119
| – | – | 0.16% | 72 |
|
|
2018
Q2 | $712K | Buy |
+2,119
| New | +$712K | 0.16% | 72 |
|