TrueWealth Financial Partners’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,200
| Closed | -$465K | – | 17 |
|
|
2023
Q2 | $465K | Hold |
2,200
| – | – | 0.38% | 15 |
|
|
2023
Q1 | $467K | Buy |
2,200
+137
| +7% | +$29.1K | 0.4% | 13 |
|
|
2022
Q4 | $393K | Hold |
2,063
| – | – | 0.38% | 13 |
|
|
2022
Q3 | $250K | Hold |
2,063
| – | – | 0.27% | 13 |
|
|
2022
Q2 | $282K | Hold |
2,063
| – | – | 0.3% | 13 |
|
|
2022
Q1 | $395K | Sell |
2,063
-111
| -5% | -$21.3K | 0.38% | 13 |
|
|
2021
Q4 | $438K | Buy |
+2,174
| New | +$438K | 0.43% | 13 |
|