CFM Wealth Partners’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 |
-1,342
| Closed | -$244K | – | 144 |
|
|
2024
Q2 | $244K | Sell |
1,342
-329
| -20% | -$59.9K | 0.04% | 134 |
|
|
2024
Q1 | $322K | Sell |
1,671
-524
| -24% | -$101K | 0.06% | 126 |
|
|
2023
Q4 | $572K | Sell |
2,195
-369
| -14% | -$96.2K | 0.13% | 101 |
|
|
2023
Q3 | $491K | Sell |
2,564
-502
| -16% | -$96.2K | 0.13% | 101 |
|
|
2023
Q2 | $647K | Sell |
3,066
-297
| -9% | -$62.7K | 0.16% | 96 |
|
|
2023
Q1 | $714K | Buy |
3,363
+35
| +1% | +$7.44K | 0.19% | 86 |
|
|
2022
Q4 | $634K | Buy |
3,328
+100
| +3% | +$19K | 0.19% | 95 |
|
|
2022
Q3 | $391K | Sell |
3,228
-1,238
| -28% | -$150K | 0.12% | 115 |
|
|
2022
Q2 | $611K | Sell |
4,466
-228
| -5% | -$31.2K | 0.18% | 98 |
|
|
2022
Q1 | $899K | Sell |
4,694
-120
| -2% | -$23K | 0.22% | 86 |
|
|
2021
Q4 | $1M | Sell |
4,814
-403
| -8% | -$83.8K | 0.22% | 85 |
|
|
2021
Q3 | $1.15M | Sell |
5,217
-164
| -3% | -$36.1K | 0.29% | 70 |
|
|
2021
Q2 | $1.29M | Sell |
5,381
-593
| -10% | -$142K | 0.34% | 61 |
|
|
2021
Q1 | $1.52M | Sell |
5,974
-3,881
| -39% | -$989K | 0.46% | 53 |
|
|
2020
Q4 | $2.11M | Sell |
9,855
-10,516
| -52% | -$2.25M | 0.67% | 40 |
|
|
2020
Q3 | $3.37M | Sell |
20,371
-1,236
| -6% | -$204K | 1.23% | 20 |
|
|
2020
Q2 | $3.96M | Sell |
21,607
-2,370
| -10% | -$434K | 1.5% | 12 |
|
|
2020
Q1 | $3.58M | Buy |
23,977
+226
| +1% | +$33.7K | 1.66% | 13 |
|
|
2019
Q4 | $7.89M | Buy |
+23,751
| New | +$7.89M | 2.91% | 6 |
|