Atlas Private 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 |
-992
| Closed | -$259K | – | 113 |
|
|
2023
Q4 | $259K | Sell |
992
-104
| -9% | -$27.1K | 0.05% | 135 |
|
|
2023
Q3 | $210K | Sell |
1,096
-322
| -23% | -$61.7K | 0.04% | 172 |
|
|
2023
Q2 | $299K | Buy |
+1,418
| New | +$299K | 0.06% | 147 |
|
|
2022
Q1 | – | Sell |
-8,889
| Closed | -$1.79M | – | 136 |
|
|
2021
Q4 | $1.79M | Buy |
8,889
+204
| +2% | +$41.1K | 0.83% | 35 |
|
|
2021
Q3 | $1.91M | Buy |
8,685
+150
| +2% | +$33K | 1% | 20 |
|
|
2021
Q2 | $2.05M | Buy |
8,535
+50
| +0.6% | +$12K | 1.11% | 19 |
|
|
2021
Q1 | $2.16M | Sell |
8,485
-24
| -0.3% | -$6.11K | 1.21% | 21 |
|
|
2020
Q4 | $1.82M | Buy |
8,509
+162
| +2% | +$34.7K | 1.22% | 18 |
|
|
2020
Q3 | $1.38M | Buy |
8,347
+58
| +0.7% | +$9.58K | 1.15% | 18 |
|
|
2020
Q2 | $1.52M | Buy |
+8,289
| New | +$1.52M | 1.35% | 16 |
|