TCPG
Trivant Custom Portfolio Group’s Boeing BA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-100
| Closed | -$17.1K | – | 111 |
|
2025
Q1 | $17.1K | Hold |
100
| – | – | 0.01% | 130 |
|
2024
Q4 | $17.7K | Buy |
+100
| New | +$17.7K | 0.01% | 122 |
|
2024
Q3 | – | Sell |
-650
| Closed | -$118K | – | 175 |
|
2024
Q2 | $118K | Sell |
650
-12
| -2% | -$2.18K | 0.07% | 75 |
|
2024
Q1 | $128K | Hold |
662
| – | – | 0.08% | 66 |
|
2023
Q4 | $173K | Buy |
662
+212
| +47% | +$55.3K | 0.12% | 62 |
|
2023
Q3 | $86.3K | Hold |
450
| – | – | 0.06% | 66 |
|
2023
Q2 | $95K | Buy |
450
+200
| +80% | +$42.2K | 0.07% | 67 |
|
2023
Q1 | $53.1K | Buy |
+250
| New | +$53.1K | 0.04% | 115 |
|