TIAM2
Tru Independence Asset Management 2’s Boeing BA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-976
| Closed | -$215K | – | 133 |
|
2021
Q3 | $215K | Sell |
976
-94
| -9% | -$20.7K | 0.15% | 93 |
|
2021
Q2 | $256K | Sell |
1,070
-25
| -2% | -$5.98K | 0.17% | 98 |
|
2021
Q1 | $279K | Buy |
1,095
+194
| +22% | +$49.4K | 0.22% | 85 |
|
2020
Q4 | $193K | Buy |
+901
| New | +$193K | 0.16% | 97 |
|