Trifecta Capital Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $72.1K | Sell |
344
-9
| -3% | -$1.89K | 0.01% | 158 |
|
|
2025
Q1 | $60.2K | Hold |
353
| – | – | 0.01% | 133 |
|
|
2024
Q4 | $62.5K | Sell |
353
-191
| -35% | -$33.8K | 0.01% | 126 |
|
|
2024
Q3 | $82.7K | Hold |
544
| – | – | 0.02% | 117 |
|
|
2024
Q2 | $99K | Sell |
544
-3
| -0.5% | -$546 | 0.02% | 106 |
|
|
2024
Q1 | $106K | Hold |
547
| – | – | 0.03% | 109 |
|
|
2023
Q4 | $143K | Buy |
547
+3
| +0.6% | +$782 | 0.04% | 91 |
|
|
2023
Q3 | $104K | Hold |
544
| – | – | 0.03% | 101 |
|
|
2023
Q2 | $115K | Hold |
544
| – | – | 0.04% | 100 |
|
|
2023
Q1 | $116K | Buy |
544
+200
| +58% | +$42.5K | 0.04% | 102 |
|
|
2022
Q4 | $65.5K | Buy |
+344
| New | +$65.5K | 0.03% | 117 |
|