Cassady Schiller Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $17K | Buy |
96
+94
| +4,700% | +$16.6K | 0.01% | 294 |
|
|
2024
Q3 | $304 | Sell |
2
-33
| -94% | -$5.02K | ﹤0.01% | 454 |
|
|
2024
Q2 | $6.37K | Hold |
35
| – | – | ﹤0.01% | 340 |
|
|
2024
Q1 | $6.76K | Hold |
35
| – | – | ﹤0.01% | 355 |
|
|
2023
Q4 | $9.12K | Hold |
35
| – | – | ﹤0.01% | 327 |
|
|
2023
Q3 | $6.71K | Buy |
35
+1
| +3% | +$192 | ﹤0.01% | 353 |
|
|
2023
Q2 | $7.18K | Buy |
34
+23
| +209% | +$4.86K | ﹤0.01% | 361 |
|
|
2023
Q1 | $17.2K | Sell |
11
-69
| -86% | -$108K | 0.01% | 281 |
|
|
2022
Q4 | $15.2K | Buy |
+80
| New | +$15.2K | 0.01% | 289 |
|
|
2022
Q1 | – | Sell |
-11
| Closed | -$2K | – | 153 |
|
|
2021
Q4 | $2K | Buy |
+11
| New | +$2K | ﹤0.01% | 389 |
|