Abacus Wealth Partners’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,033
| Closed | -$269K | – | 91 |
|
|
2023
Q4 | $269K | Buy |
+1,033
| New | +$269K | 0.05% | 60 |
|
|
2023
Q3 | – | Sell |
-963
| Closed | -$203K | – | 75 |
|
|
2023
Q2 | $203K | Sell |
963
-75
| -7% | -$15.8K | 0.06% | 83 |
|
|
2023
Q1 | $206K | Buy |
+1,038
| New | +$206K | 0.07% | 86 |
|
|
2022
Q2 | – | Sell |
-1,064
| Closed | -$204K | – | 81 |
|
|
2022
Q1 | $204K | Sell |
1,064
-131
| -11% | -$25.1K | 0.09% | 83 |
|
|
2021
Q4 | $241K | Sell |
1,195
-43
| -3% | -$8.66K | 0.09% | 102 |
|
|
2021
Q3 | $272K | Hold |
1,238
| – | – | 0.1% | 83 |
|
|
2021
Q2 | $297K | Hold |
1,238
| – | – | 0.12% | 75 |
|
|
2021
Q1 | $315K | Buy |
+1,238
| New | +$315K | 0.22% | 62 |
|