TrinityPoint Wealth’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,334
| Closed | -$760K | – | 194 |
|
|
2019
Q4 | $760K | Hold |
2,334
| – | – | 0.26% | 102 |
|
|
2019
Q3 | $820K | Sell |
2,334
-119
| -5% | -$41.8K | 0.29% | 97 |
|
|
2019
Q2 | $887K | Hold |
2,453
| – | – | 0.43% | 62 |
|
|
2019
Q1 | $936K | Sell |
2,453
-276
| -10% | -$105K | 0.46% | 61 |
|
|
2018
Q4 | $880K | Buy |
+2,729
| New | +$880K | 0.54% | 53 |
|