APWM
Atlas Private Wealth Management’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $409K | Sell |
2,118
-22
| -1% | -$4.25K | 0.17% | 97 |
|
|
2023
Q4 | $558K | Buy |
2,140
+140
| +7% | +$36.5K | 0.26% | 91 |
|
|
2023
Q3 | $383K | Buy |
2,000
+54
| +3% | +$10.4K | 0.21% | 94 |
|
|
2023
Q2 | $411K | Buy |
1,946
+128
| +7% | +$27K | 0.22% | 92 |
|
|
2023
Q1 | $386K | Buy |
1,818
+86
| +5% | +$18.3K | 0.23% | 93 |
|
|
2022
Q4 | $330K | Buy |
1,732
+75
| +5% | +$14.3K | 0.15% | 99 |
|
|
2022
Q3 | $201K | Buy |
1,657
+144
| +10% | +$17.5K | 0.15% | 104 |
|
|
2022
Q2 | $207K | Sell |
1,513
-220
| -13% | -$30.1K | 0.14% | 112 |
|
|
2022
Q1 | $332K | Sell |
1,733
-50
| -3% | -$9.58K | 0.19% | 108 |
|
|
2021
Q4 | $359K | Sell |
1,783
-19
| -1% | -$3.83K | 0.2% | 105 |
|
|
2021
Q3 | $396K | Sell |
1,802
-42
| -2% | -$9.23K | 0.24% | 95 |
|
|
2021
Q2 | $442K | Sell |
1,844
-152
| -8% | -$36.4K | 0.27% | 89 |
|
|
2021
Q1 | $508K | Sell |
1,996
-162
| -8% | -$41.2K | 0.32% | 79 |
|
|
2020
Q4 | $462K | Sell |
2,158
-195
| -8% | -$41.7K | 0.33% | 78 |
|
|
2020
Q3 | $389K | Sell |
2,353
-116
| -5% | -$19.2K | 0.3% | 78 |
|
|
2020
Q2 | $453K | Sell |
2,469
-130
| -5% | -$23.9K | 0.36% | 74 |
|
|
2020
Q1 | $388K | Sell |
2,599
-358
| -12% | -$53.4K | 0.36% | 76 |
|
|
2019
Q4 | $963K | Buy |
+2,957
| New | +$963K | 0.74% | 38 |
|