Beacon Financial Advisory’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,445
| Closed | -$277K | – | 221 |
|
|
2022
Q1 | $277K | Buy |
+1,445
| New | +$277K | 0.13% | 191 |
|
|
2021
Q4 | – | Sell |
-944
| Closed | -$208K | – | 244 |
|
|
2021
Q3 | $208K | Hold |
944
| – | – | 0.11% | 221 |
|
|
2021
Q2 | $226K | Buy |
944
+100
| +12% | +$23.9K | 0.12% | 202 |
|
|
2021
Q1 | $215K | Buy |
+844
| New | +$215K | 0.12% | 201 |
|
|
2020
Q2 | – | Sell |
-1,359
| Closed | -$202K | – | 149 |
|
|
2020
Q1 | $202K | Buy |
+1,359
| New | +$202K | 0.26% | 125 |
|