Tilia Fiduciary Partners’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-365
| Closed | -$77K | – | 125 |
|
|
2023
Q2 | $77K | Hold |
365
| – | – | 0.07% | 160 |
|
|
2023
Q1 | $77.4K | Sell |
365
-8
| -2% | -$1.7K | 0.07% | 165 |
|
|
2022
Q4 | $71K | Sell |
373
-10
| -3% | -$1.9K | 0.07% | 170 |
|
|
2022
Q3 | $50K | Buy |
383
+31
| +9% | +$4.05K | 0.05% | 198 |
|
|
2022
Q2 | $52K | Buy |
352
+25
| +8% | +$3.69K | 0.05% | 203 |
|
|
2022
Q1 | $63K | Sell |
327
-16
| -5% | -$3.08K | 0.05% | 200 |
|
|
2021
Q4 | $69K | Buy |
+343
| New | +$69K | 0.06% | 192 |
|