St. Clair Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-1,693
| Closed | -$327K | – | 77 |
|
2024
Q1 | $327K | Sell |
1,693
-53
| -3% | -$10.2K | 0.11% | 72 |
|
2023
Q4 | $455K | Hold |
1,746
| – | – | 0.16% | 65 |
|
2023
Q3 | $335K | Hold |
1,746
| – | – | 0.13% | 71 |
|
2023
Q2 | $369K | Sell |
1,746
-307
| -15% | -$64.8K | 0.14% | 69 |
|
2023
Q1 | $436K | Buy |
+2,053
| New | +$436K | 0.19% | 61 |
|