BWA
Blodgett Wealth Advisors’s Boeing BA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-1,000
| Closed | -$212K | – | 65 |
|
2023
Q1 | $212K | Sell |
1,000
-350
| -26% | -$74.4K | 0.25% | 56 |
|
2022
Q4 | $257K | Buy |
+1,350
| New | +$257K | 0.31% | 51 |
|
2022
Q2 | – | Sell |
-3,185
| Closed | -$610K | – | 67 |
|
2022
Q1 | $610K | Sell |
3,185
-1,100
| -26% | -$211K | 0.51% | 41 |
|
2021
Q4 | $863K | Buy |
+4,285
| New | +$863K | 0.67% | 36 |
|