Avitas 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 |
-6,863
| Closed | -$1.25M | – | 198 |
|
|
2024
Q2 | $1.25M | Buy |
6,863
+50
| +0.7% | +$9.1K | 0.18% | 125 |
|
|
2024
Q1 | $1.31M | Buy |
6,813
+81
| +1% | +$15.6K | 0.2% | 123 |
|
|
2023
Q4 | $1.75M | Buy |
+6,732
| New | +$1.75M | 0.29% | 96 |
|
|
2022
Q2 | – | Sell |
-5,161
| Closed | -$988K | – | 197 |
|
|
2022
Q1 | $988K | Buy |
+5,161
| New | +$988K | 0.18% | 128 |
|
|
2021
Q3 | – | Sell |
-10,945
| Closed | -$2.62M | – | 191 |
|
|
2021
Q2 | $2.62M | Buy |
10,945
+282
| +3% | +$67.6K | 0.47% | 83 |
|
|
2021
Q1 | $2.72M | Sell |
10,663
-352
| -3% | -$89.7K | 0.53% | 73 |
|
|
2020
Q4 | $2.36M | Buy |
11,015
+101
| +0.9% | +$21.6K | 0.48% | 89 |
|
|
2020
Q3 | $1.8M | Buy |
10,914
+2,428
| +29% | +$401K | 0.5% | 77 |
|
|
2020
Q2 | $1.56M | Buy |
8,486
+486
| +6% | +$89.1K | 0.52% | 76 |
|
|
2020
Q1 | $1.19M | Buy |
+8,000
| New | +$1.19M | 0.54% | 71 |
|