Alta Wealth Advisors’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 |
-1,981
| Closed | -$516K | – | 129 |
|
|
2023
Q4 | $516K | Buy |
+1,981
| New | +$516K | 0.29% | 79 |
|
|
2021
Q4 | – | Sell |
-5,379
| Closed | -$1.18M | – | 146 |
|
|
2021
Q3 | $1.18M | Sell |
5,379
-1,510
| -22% | -$332K | 0.86% | 30 |
|
|
2021
Q2 | $1.65M | Buy |
6,889
+267
| +4% | +$64K | 1.21% | 17 |
|
|
2021
Q1 | $1.69M | Buy |
6,622
+5,624
| +564% | +$1.43M | 1.41% | 12 |
|
|
2020
Q4 | $214K | Buy |
+998
| New | +$214K | 0.18% | 133 |
|