AJ Wealth Strategies’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $287K | Buy |
1,361
+45
| +3% | +$9.5K | 0.01% | 244 |
|
|
2023
Q1 | $280K | Buy |
1,316
+60
| +5% | +$12.7K | 0.01% | 236 |
|
|
2022
Q4 | $239K | Buy |
+1,256
| New | +$239K | 0.01% | 261 |
|
|
2022
Q2 | – | Sell |
-2,995
| Closed | -$574K | – | 309 |
|
|
2022
Q1 | $574K | Buy |
2,995
+300
| +11% | +$57.5K | 0.03% | 189 |
|
|
2021
Q4 | $543K | Buy |
2,695
+30
| +1% | +$6.05K | 0.03% | 194 |
|
|
2021
Q3 | $586K | Buy |
2,665
+262
| +11% | +$57.6K | 0.03% | 173 |
|
|
2021
Q2 | $576K | Hold |
2,403
| – | – | 0.03% | 169 |
|
|
2021
Q1 | $612K | Buy |
2,403
+22
| +0.9% | +$5.6K | 0.04% | 146 |
|
|
2020
Q4 | $510K | Hold |
2,381
| – | – | 0.04% | 145 |
|
|
2020
Q3 | $394K | Hold |
2,381
| – | – | 0.04% | 149 |
|
|
2020
Q2 | $436K | Sell |
2,381
-833
| -26% | -$153K | 0.05% | 132 |
|
|
2020
Q1 | $479K | Buy |
+3,214
| New | +$479K | 0.06% | 95 |
|