Acima Private Wealth’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 |
-1,000
| Closed | -$261K | – | 203 |
|
2023
Q4 | $261K | Hold |
1,000
| – | – | 0.1% | 113 |
|
2023
Q3 | $192K | Sell |
1,000
-16
| -2% | -$3.07K | 0.09% | 126 |
|
2023
Q2 | $215K | Hold |
1,016
| – | – | 0.1% | 126 |
|
2023
Q1 | $216K | Buy |
1,016
+16
| +2% | +$3.4K | 0.11% | 123 |
|
2022
Q4 | $190K | Hold |
1,000
| – | – | 0.1% | 127 |
|
2022
Q3 | $121K | Hold |
1,000
| – | – | 0.06% | 132 |
|
2022
Q2 | $137K | Hold |
1,000
| – | – | 0.07% | 134 |
|
2022
Q1 | $192K | Buy |
+1,000
| New | +$192K | 0.09% | 129 |
|
2020
Q2 | – | Sell |
-789
| Closed | -$118K | – | 245 |
|
2020
Q1 | $118K | Hold |
789
| – | – | 0.09% | 138 |
|
2019
Q4 | $257K | Hold |
789
| – | – | 0.18% | 120 |
|
2019
Q3 | $300K | Hold |
789
| – | – | 0.23% | 97 |
|
2019
Q2 | $287K | Hold |
789
| – | – | 0.23% | 97 |
|
2019
Q1 | $301K | Buy |
789
+23
| +3% | +$8.77K | 0.26% | 89 |
|
2018
Q4 | $247K | Buy |
+766
| New | +$247K | 0.24% | 94 |
|