Baldwin Wealth Partners’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-605
| Closed | -$92K | – | 295 |
|
|
2024
Q3 | $92K | Buy |
605
+5
| +0.8% | +$760 | 0.01% | 424 |
|
|
2024
Q2 | $109K | Buy |
600
+20
| +3% | +$3.64K | 0.01% | 252 |
|
|
2024
Q1 | $112K | Hold |
580
| – | – | 0.01% | 261 |
|
|
2023
Q4 | $151K | Sell |
580
-50
| -8% | -$13K | 0.01% | 233 |
|
|
2023
Q3 | $121K | Hold |
630
| – | – | 0.01% | 275 |
|
|
2023
Q2 | $133K | Hold |
630
| – | – | 0.01% | 283 |
|
|
2023
Q1 | $134K | Hold |
630
| – | – | 0.01% | 286 |
|
|
2022
Q4 | $120K | Buy |
+630
| New | +$120K | 0.01% | 290 |
|
|
2021
Q3 | – | Sell |
-3
| Closed | -$1K | – | 641 |
|
|
2021
Q2 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 634 |
|
|
2020
Q2 | – | Sell |
-82
| Closed | -$12K | – | 529 |
|
|
2020
Q1 | $12K | Sell |
82
-8,281
| -99% | -$1.21M | ﹤0.01% | 412 |
|
|
2019
Q4 | $2.72M | Sell |
8,363
-827
| -9% | -$269K | 0.38% | 60 |
|
|
2019
Q3 | $3.5M | Buy |
9,190
+2,225
| +32% | +$847K | 0.53% | 51 |
|
|
2019
Q2 | $2.54M | Buy |
6,965
+6,920
| +15,378% | +$2.52M | 0.37% | 56 |
|
|
2019
Q1 | $17K | Sell |
45
-40
| -47% | -$15.1K | ﹤0.01% | 409 |
|
|
2018
Q4 | $27K | Hold |
85
| – | – | ﹤0.01% | 348 |
|
|
2018
Q3 | $32K | Hold |
85
| – | – | ﹤0.01% | 355 |
|
|
2018
Q2 | $29K | Sell |
85
-16
| -16% | -$5.46K | ﹤0.01% | 360 |
|
|
2018
Q1 | $33K | Hold |
101
| – | – | 0.01% | 337 |
|
|
2017
Q4 | $30K | Hold |
101
| – | – | ﹤0.01% | 340 |
|
|
2017
Q3 | $26K | Buy |
+101
| New | +$26K | ﹤0.01% | 339 |
|