Western Financial Corp’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,573
| Closed | -$882K | – | 117 |
|
|
2024
Q1 | $882K | Sell |
4,573
-1,843
| -29% | -$356K | 0.54% | 58 |
|
|
2023
Q4 | $1.67M | Sell |
6,416
-2,829
| -31% | -$737K | 1.12% | 11 |
|
|
2023
Q3 | $1.77M | Buy |
9,245
+773
| +9% | +$148K | 1.3% | 8 |
|
|
2023
Q2 | $1.79M | Buy |
8,472
+469
| +6% | +$99K | 1.22% | 7 |
|
|
2023
Q1 | $1.7M | Buy |
+8,003
| New | +$1.7M | 1.21% | 6 |
|