Bay Harbor Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.19K | Buy |
20
+12
| +150% | +$2.51K | ﹤0.01% | 193 |
|
|
2025
Q1 | $1.36K | Buy |
+8
| New | +$1.36K | ﹤0.01% | 249 |
|
|
2024
Q3 | – | Sell |
-30
| Closed | -$5.46K | – | 166 |
|
|
2024
Q2 | $5.46K | Hold |
30
| – | – | ﹤0.01% | 124 |
|
|
2024
Q1 | $5.79K | Hold |
30
| – | – | ﹤0.01% | 126 |
|
|
2023
Q4 | $7.82K | Hold |
30
| – | – | ﹤0.01% | 119 |
|
|
2023
Q3 | $5.75K | Hold |
30
| – | – | ﹤0.01% | 118 |
|
|
2023
Q2 | $6.33K | Hold |
30
| – | – | ﹤0.01% | 122 |
|
|
2023
Q1 | $6.37K | Hold |
30
| – | – | ﹤0.01% | 117 |
|
|
2022
Q4 | $6K | Hold |
30
| – | – | ﹤0.01% | 140 |
|
|
2022
Q3 | $4K | Hold |
30
| – | – | ﹤0.01% | 148 |
|
|
2022
Q2 | $4K | Hold |
30
| – | – | ﹤0.01% | 147 |
|
|
2022
Q1 | $6K | Buy |
+30
| New | +$6K | ﹤0.01% | 144 |
|
|
2021
Q1 | – | Sell |
-87
| Closed | -$19K | – | 229 |
|
|
2020
Q4 | $19K | Buy |
87
+41
| +89% | +$8.95K | 0.01% | 207 |
|
|
2020
Q3 | $8K | Hold |
46
| – | – | ﹤0.01% | 237 |
|
|
2020
Q2 | $8K | Hold |
46
| – | – | ﹤0.01% | 224 |
|
|
2020
Q1 | $7K | Buy |
46
+40
| +667% | +$6.09K | ﹤0.01% | 221 |
|
|
2019
Q4 | $2K | Hold |
6
| – | – | ﹤0.01% | 280 |
|
|
2019
Q3 | $2K | Hold |
6
| – | – | ﹤0.01% | 295 |
|
|
2019
Q2 | $2K | Buy |
+6
| New | +$2K | ﹤0.01% | 290 |
|
|
2019
Q1 | – | Sell |
-175
| Closed | -$56K | – | 391 |
|
|
2018
Q4 | $56K | Buy |
+175
| New | +$56K | 0.04% | 145 |
|