Birchcreek Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-1,040
| Closed | -$209K | – | 112 |
|
2021
Q4 | $209K | Hold |
1,040
| – | – | 0.18% | 111 |
|
2021
Q3 | $229K | Buy |
1,040
+200
| +24% | +$44K | 0.21% | 106 |
|
2021
Q2 | $201K | Buy |
+840
| New | +$201K | 0.19% | 117 |
|
2021
Q1 | – | Sell |
-440
| Closed | -$94K | – | 123 |
|
2020
Q4 | $94K | Buy |
+440
| New | +$94K | 0.09% | 155 |
|