Buttonwood Financial Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,413
| Closed | -$257K | – | 97 |
|
|
2024
Q2 | $257K | Sell |
1,413
-52
| -4% | -$9.47K | 0.12% | 90 |
|
|
2024
Q1 | $283K | Sell |
1,465
-65
| -4% | -$12.5K | 0.13% | 89 |
|
|
2023
Q4 | $399K | Buy |
1,530
+23
| +2% | +$6K | 0.22% | 77 |
|
|
2023
Q3 | $289K | Hold |
1,507
| – | – | 0.18% | 85 |
|
|
2023
Q2 | $318K | Hold |
1,507
| – | – | 0.2% | 80 |
|
|
2023
Q1 | $320K | Sell |
1,507
-10
| -0.7% | -$2.13K | 0.25% | 64 |
|
|
2022
Q4 | $289K | Sell |
1,517
-45
| -3% | -$8.57K | 0.24% | 64 |
|
|
2022
Q3 | $207K | Hold |
1,562
| – | – | 0.19% | 69 |
|
|
2022
Q2 | $214K | Sell |
1,562
-20
| -1% | -$2.74K | 0.19% | 69 |
|
|
2022
Q1 | $303K | Buy |
1,582
+14
| +0.9% | +$2.68K | 0.27% | 57 |
|
|
2021
Q4 | $316K | Buy |
+1,568
| New | +$316K | 0.31% | 44 |
|