Summit Financial Strategies’s Boeing BA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-1,538
Closed -$392K 116
2021
Q1
$392K Hold
1,538
0.14% 43
2020
Q4
$329K Buy
+1,538
New +$329K 0.11% 61