Trinity Legacy 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 |
-1,366
| Closed | -$249K | – | 100 |
|
|
2024
Q2 | $249K | Sell |
1,366
-100
| -7% | -$18.2K | 0.07% | 89 |
|
|
2024
Q1 | $283K | Sell |
1,466
-50
| -3% | -$9.65K | 0.08% | 85 |
|
|
2023
Q4 | $395K | Hold |
1,516
| – | – | 0.12% | 80 |
|
|
2023
Q3 | $291K | Sell |
1,516
-565
| -27% | -$108K | 0.1% | 83 |
|
|
2023
Q2 | $439K | Sell |
2,081
-813
| -28% | -$172K | 0.15% | 61 |
|
|
2023
Q1 | $615K | Buy |
2,894
+810
| +39% | +$172K | 0.23% | 54 |
|
|
2022
Q4 | $397K | Hold |
2,084
| – | – | 0.16% | 58 |
|
|
2022
Q3 | $252K | Buy |
+2,084
| New | +$252K | 0.11% | 68 |
|