World Equity Group’s Boeing BA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,129
Closed -$206K 263
2024
Q2
$206K Sell
1,129
-965
-46% -$176K 0.06% 256
2024
Q1
$404K Sell
2,094
-4,472
-68% -$863K 0.08% 208
2023
Q4
$1.71M Sell
6,566
-1,634
-20% -$426K 0.34% 69
2023
Q3
$1.57M Buy
8,200
+4,064
+98% +$779K 0.33% 73
2023
Q2
$873K Sell
4,136
-3,133
-43% -$662K 0.26% 103
2023
Q1
$406K Buy
7,269
+3,196
+78% +$178K 0.06% 318
2022
Q4
$776K Buy
4,073
+134
+3% +$25.5K 0.18% 131
2022
Q3
$477K Buy
3,939
+98
+3% +$11.9K 0.12% 170
2022
Q2
$525K Sell
3,841
-367
-9% -$50.2K 0.13% 173
2022
Q1
$806K Buy
+4,208
New +$806K 0.17% 147