Cassady Schiller Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $17K | Buy |
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|
2024
Q3 | $304 | Sell |
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|
2024
Q2 | $6.37K | Hold |
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|
2024
Q1 | $6.75K | Hold |
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|
2023
Q4 | $9.12K | Hold |
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|
2023
Q3 | $6.71K | Buy |
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|
2023
Q2 | $7.18K | Buy |
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|
2023
Q1 | $17.2K | Sell |
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|
2022
Q4 | $15.2K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $2K | Buy |
|