Claro Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $887K | Sell |
4,234
-1,169
| -22% | -$245K | 0.15% | 133 |
|
|
2025
Q1 | $921K | Buy |
5,403
+229
| +4% | +$39.1K | 0.12% | 160 |
|
|
2024
Q4 | $916K | Buy |
5,174
+589
| +13% | +$104K | 0.12% | 152 |
|
|
2024
Q3 | $697K | Buy |
4,585
+3,073
| +203% | +$467K | 0.09% | 216 |
|
|
2024
Q2 | $275K | Buy |
1,512
+31
| +2% | +$5.64K | 0.04% | 340 |
|
|
2024
Q1 | $286K | Sell |
1,481
-187
| -11% | -$36.1K | 0.05% | 329 |
|
|
2023
Q4 | $435K | Buy |
1,668
+385
| +30% | +$100K | 0.09% | 236 |
|
|
2023
Q3 | $246K | Buy |
1,283
+113
| +10% | +$21.7K | 0.06% | 301 |
|
|
2023
Q2 | $247K | Buy |
1,170
+45
| +4% | +$9.5K | 0.06% | 304 |
|
|
2023
Q1 | $239K | Buy |
1,125
+52
| +5% | +$11K | 0.07% | 281 |
|
|
2022
Q4 | $204K | Buy |
+1,073
| New | +$204K | 0.07% | 281 |
|
|
2022
Q2 | – | Sell |
-1,150
| Closed | -$231K | – | 281 |
|
|
2022
Q1 | $231K | Hold |
1,150
| – | – | 0.08% | 237 |
|
|
2021
Q4 | $231K | Buy |
1,150
+26
| +2% | +$5.22K | 0.08% | 237 |
|
|
2021
Q3 | $247K | Sell |
1,124
-130
| -10% | -$28.6K | 0.1% | 204 |
|
|
2021
Q2 | $300K | Buy |
1,254
+28
| +2% | +$6.7K | 0.14% | 164 |
|
|
2021
Q1 | $312K | Buy |
1,226
+120
| +11% | +$30.5K | 0.16% | 155 |
|
|
2020
Q4 | $237K | Sell |
1,106
-156
| -12% | -$33.4K | 0.13% | 180 |
|
|
2020
Q3 | $209K | Buy |
1,262
+81
| +7% | +$13.4K | 0.13% | 182 |
|
|
2020
Q2 | $216K | Buy |
+1,181
| New | +$216K | 0.15% | 168 |
|
|
2020
Q1 | – | Sell |
-1,071
| Closed | -$349K | – | 158 |
|
|
2019
Q4 | $349K | Buy |
1,071
+79
| +8% | +$25.7K | 0.27% | 104 |
|
|
2019
Q3 | $378K | Sell |
992
-15
| -1% | -$5.72K | 0.34% | 91 |
|
|
2019
Q2 | $367K | Sell |
1,007
-100
| -9% | -$36.4K | 0.34% | 95 |
|
|
2019
Q1 | $422K | Sell |
1,107
-34
| -3% | -$13K | 0.42% | 73 |
|
|
2018
Q4 | $424K | Buy |
+1,141
| New | +$424K | 0.34% | 68 |
|