Altus Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,133
| Closed | -$206K | – | 41 |
|
|
2024
Q2 | $206K | Buy |
1,133
+45
| +4% | +$8.19K | 0.1% | 41 |
|
|
2024
Q1 | $210K | Sell |
1,088
-121
| -10% | -$23.3K | 0.11% | 41 |
|
|
2023
Q4 | $315K | Hold |
1,209
| – | – | 0.19% | 30 |
|
|
2023
Q3 | $232K | Hold |
1,209
| – | – | 0.16% | 33 |
|
|
2023
Q2 | $255K | Hold |
1,209
| – | – | 0.2% | 27 |
|
|
2023
Q1 | $257K | Buy |
1,209
+29
| +2% | +$6.16K | 0.21% | 25 |
|
|
2022
Q4 | $225K | Buy |
+1,180
| New | +$225K | 0.2% | 26 |
|
|
2022
Q2 | – | Sell |
-1,183
| Closed | -$227K | – | 37 |
|
|
2022
Q1 | $227K | Hold |
1,183
| – | – | 0.16% | 33 |
|
|
2021
Q4 | $238K | Sell |
1,183
-221
| -16% | -$44.5K | 0.14% | 34 |
|
|
2021
Q3 | $309K | Sell |
1,404
-101
| -7% | -$22.2K | 0.2% | 25 |
|
|
2021
Q2 | $361K | Buy |
1,505
+40
| +3% | +$9.6K | 0.23% | 25 |
|
|
2021
Q1 | $373K | Buy |
1,465
+180
| +14% | +$45.8K | 0.26% | 23 |
|
|
2020
Q4 | $275K | Hold |
1,285
| – | – | 0.21% | 26 |
|
|
2020
Q3 | $212K | Buy |
1,285
+22
| +2% | +$3.63K | 0.2% | 32 |
|
|
2020
Q2 | $232K | Buy |
+1,263
| New | +$232K | 0.26% | 24 |
|
|
2020
Q1 | – | Sell |
-1,027
| Closed | -$334K | – | 27 |
|
|
2019
Q4 | $334K | Buy |
+1,027
| New | +$334K | 0.33% | 23 |
|