Baystate Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $88.8K | Sell |
340
-41
| -11% | -$10.7K | 0.01% | 289 |
|
|
2023
Q3 | $73.1K | Hold |
381
| – | – | 0.01% | 284 |
|
|
2023
Q2 | $80.6K | Sell |
381
-23
| -6% | -$4.86K | 0.01% | 276 |
|
|
2023
Q1 | $85.9K | Buy |
404
+3
| +0.7% | +$638 | 0.01% | 273 |
|
|
2022
Q4 | $76K | Hold |
401
| – | – | 0.01% | 281 |
|
|
2022
Q3 | $49K | Hold |
401
| – | – | 0.01% | 307 |
|
|
2022
Q2 | $55K | Buy |
401
+53
| +15% | +$7.27K | 0.01% | 310 |
|
|
2022
Q1 | $67K | Hold |
348
| – | – | 0.01% | 287 |
|
|
2021
Q4 | $70K | Sell |
348
-209
| -38% | -$42K | 0.01% | 283 |
|
|
2021
Q3 | $123K | Sell |
557
-163
| -23% | -$36K | 0.01% | 192 |
|
|
2021
Q2 | $173K | Hold |
720
| – | – | 0.02% | 156 |
|
|
2021
Q1 | $183K | Buy |
720
+149
| +26% | +$37.9K | 0.02% | 145 |
|
|
2020
Q4 | $122K | Buy |
571
+163
| +40% | +$34.8K | 0.01% | 157 |
|
|
2020
Q3 | $67K | Hold |
408
| – | – | 0.01% | 190 |
|
|
2020
Q2 | $75K | Buy |
408
+21
| +5% | +$3.86K | 0.01% | 184 |
|
|
2020
Q1 | $58K | Sell |
387
-118
| -23% | -$17.7K | 0.01% | 181 |
|
|
2019
Q4 | $164K | Buy |
505
+78
| +18% | +$25.3K | 0.02% | 128 |
|
|
2019
Q3 | $163K | Sell |
427
-155
| -27% | -$59.2K | 0.02% | 117 |
|
|
2019
Q2 | $207K | Sell |
582
-123
| -17% | -$43.7K | 0.03% | 103 |
|
|
2019
Q1 | $265K | Sell |
705
-79
| -10% | -$29.7K | 0.04% | 96 |
|
|
2018
Q4 | $286K | Sell |
784
-210
| -21% | -$76.6K | 0.04% | 82 |
|
|
2018
Q3 | $366K | Buy |
994
+24
| +2% | +$8.84K | 0.06% | 61 |
|
|
2018
Q2 | $330K | Buy |
970
+9
| +0.9% | +$3.06K | 0.05% | 64 |
|
|
2018
Q1 | $326K | Buy |
961
+721
| +300% | +$245K | 0.05% | 59 |
|
|
2017
Q4 | $81K | Sell |
240
-22
| -8% | -$7.43K | 0.01% | 152 |
|
|
2017
Q3 | $68K | Hold |
262
| – | – | 0.01% | 157 |
|
|
2017
Q2 | $55K | Hold |
262
| – | – | 0.01% | 170 |
|
|
2017
Q1 | $46K | Buy |
262
+50
| +24% | +$8.78K | 0.01% | 180 |
|
|
2016
Q4 | $34K | Buy |
+212
| New | +$34K | 0.01% | 177 |
|
|
2013
Q3 | – | Sell |
-1,000
| Closed | -$102K | – | 42 |
|
|
2013
Q2 | $102K | Buy |
+1,000
| New | +$102K | 0.05% | 57 |
|