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