Avaii 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 |
-2,349
| Closed | -$428K | – | 131 |
|
|
2024
Q2 | $428K | Sell |
2,349
-30
| -1% | -$5.46K | 0.24% | 74 |
|
|
2024
Q1 | $459K | Sell |
2,379
-1,569
| -40% | -$303K | 0.27% | 69 |
|
|
2023
Q4 | $1.03M | Sell |
3,948
-47
| -1% | -$12.3K | 0.67% | 30 |
|
|
2023
Q3 | $766K | Buy |
3,995
+380
| +11% | +$72.8K | 0.58% | 39 |
|
|
2023
Q2 | $763K | Buy |
3,615
+116
| +3% | +$24.5K | 0.59% | 37 |
|
|
2023
Q1 | $743K | Buy |
3,499
+628
| +22% | +$133K | 0.65% | 38 |
|
|
2022
Q4 | $547K | Buy |
2,871
+45
| +2% | +$8.57K | 0.49% | 47 |
|
|
2022
Q3 | $342K | Buy |
+2,826
| New | +$342K | 0.36% | 66 |
|