CWA
Canvas Wealth Advisors’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,644
| Closed | -$280K | – | 153 |
|
|
2024
Q1 | $280K | Buy |
1,644
+445
| +37% | +$75.7K | 0.09% | 107 |
|
|
2023
Q4 | $261K | Sell |
1,199
-33
| -3% | -$7.18K | 0.09% | 108 |
|
|
2023
Q3 | $222K | Sell |
1,232
-198
| -14% | -$35.6K | 0.09% | 113 |
|
|
2023
Q2 | $309K | Sell |
1,430
-67
| -4% | -$14.5K | 0.11% | 98 |
|
|
2023
Q1 | $308K | Sell |
1,497
-597
| -29% | -$123K | 0.13% | 104 |
|
|
2022
Q4 | $439K | Sell |
2,094
-395
| -16% | -$82.7K | 0.18% | 83 |
|
|
2022
Q3 | $333K | Buy |
2,489
+450
| +22% | +$60.2K | 0.14% | 91 |
|
|
2022
Q2 | $279K | Sell |
2,039
-1,940
| -49% | -$265K | 0.11% | 100 |
|
|
2022
Q1 | $611K | Sell |
3,979
-783
| -16% | -$120K | 0.22% | 81 |
|
|
2021
Q4 | $959K | Buy |
4,762
+1,022
| +27% | +$206K | 0.35% | 62 |
|
|
2021
Q3 | $823K | Buy |
3,740
+2,435
| +187% | +$536K | 0.34% | 60 |
|
|
2021
Q2 | $313K | Buy |
+1,305
| New | +$313K | 0.14% | 93 |
|