Abundance Wealth Counselors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Hold |
1,388
| – | – | 0.05% | 139 |
|
|
2025
Q1 | $237K | Buy |
+1,388
| New | +$237K | 0.05% | 137 |
|
|
2024
Q1 | – | Sell |
-1,173
| Closed | -$306K | – | 139 |
|
|
2023
Q4 | $306K | Sell |
1,173
-150
| -11% | -$39.1K | 0.08% | 118 |
|
|
2023
Q3 | $254K | Buy |
+1,323
| New | +$254K | 0.07% | 116 |
|
|
2023
Q2 | – | Sell |
-1,203
| Closed | -$256K | – | 72 |
|
|
2023
Q1 | $256K | Sell |
1,203
-40
| -3% | -$8.51K | 0.06% | 129 |
|
|
2022
Q4 | $237K | Buy |
+1,243
| New | +$237K | 0.06% | 127 |
|
|
2022
Q2 | – | Sell |
-1,093
| Closed | -$209K | – | 146 |
|
|
2022
Q1 | $209K | Sell |
1,093
-180
| -14% | -$34.4K | 0.06% | 138 |
|
|
2021
Q4 | $256K | Buy |
+1,273
| New | +$256K | 0.07% | 102 |
|
|
2021
Q2 | – | Sell |
-23
| Closed | -$6K | – | 123 |
|
|
2021
Q1 | $6K | Buy |
+23
| New | +$6K | ﹤0.01% | 279 |
|