BWA

Beam Wealth Advisors’s Boeing BA Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-820	Closed	-$214K	–	115
2023 Q4	$214K	Buy	+820	New	+$214K	0.14%	96
2020 Q1	–	Sell	-5,202	Closed	-$1.7M	–	144
2019 Q4	$1.7M	Buy	+5,202	New	+$1.7M	1.58%	10