Circle Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,070
| Closed | -$349K | – | 195 |
|
|
2019
Q4 | $349K | Buy |
1,070
+276
| +35% | +$90K | 0.06% | 126 |
|
|
2019
Q3 | $302K | Buy |
794
+225
| +40% | +$85.6K | 0.06% | 130 |
|
|
2019
Q2 | $207K | Buy |
+569
| New | +$207K | 0.04% | 150 |
|
|
2018
Q4 | – | Sell |
-563
| Closed | -$209K | – | 83 |
|
|
2018
Q3 | $209K | Buy |
+563
| New | +$209K | 0.07% | 95 |
|