CWA
Clarus Wealth Advisors’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $496K | Buy |
2,337
+160
| +7% | +$33.9K | 0.3% | 73 |
|
|
2023
Q1 | $460K | Buy |
2,177
+611
| +39% | +$129K | 0.29% | 72 |
|
|
2022
Q4 | $324K | Hold |
1,566
| – | – | 0.21% | 95 |
|
|
2022
Q3 | $207K | Buy |
1,566
+66
| +4% | +$8.72K | 0.15% | 105 |
|
|
2022
Q2 | $205K | Hold |
1,500
| – | – | 0.14% | 95 |
|
|
2022
Q1 | $263K | Hold |
1,500
| – | – | 0.16% | 89 |
|
|
2021
Q4 | $326K | Hold |
1,500
| – | – | 0.19% | 78 |
|
|
2021
Q3 | $337K | Sell |
1,500
-1,748
| -54% | -$393K | 0.21% | 76 |
|
|
2021
Q2 | $774K | Buy |
3,248
+607
| +23% | +$145K | 0.48% | 39 |
|
|
2021
Q1 | $666K | Buy |
2,641
+441
| +20% | +$111K | 0.42% | 49 |
|
|
2020
Q4 | $455K | Sell |
2,200
-2,164
| -50% | -$448K | 0.3% | 62 |
|
|
2020
Q3 | $696K | Buy |
4,364
+1,132
| +35% | +$181K | 0.54% | 39 |
|
|
2020
Q2 | $578K | Buy |
3,232
+1,115
| +53% | +$199K | 0.49% | 43 |
|
|
2020
Q1 | $264K | Sell |
2,117
-280
| -12% | -$34.9K | 0.26% | 95 |
|
|
2019
Q4 | $806K | Buy |
2,397
+193
| +9% | +$64.9K | 0.53% | 45 |
|
|
2019
Q3 | $839K | Buy |
2,204
+1,133
| +106% | +$431K | 0.61% | 32 |
|
|
2019
Q2 | $390K | Buy |
1,071
+54
| +5% | +$19.7K | 0.28% | 62 |
|
|
2019
Q1 | $388K | Buy |
1,017
+146
| +17% | +$55.7K | 0.29% | 47 |
|
|
2018
Q4 | $281K | Buy |
871
+17
| +2% | +$5.49K | 0.44% | 44 |
|
|
2018
Q3 | $317K | Buy |
854
+67
| +9% | +$24.9K | 0.21% | 56 |
|
|
2018
Q2 | $258K | Hold |
787
| – | – | 0.2% | 70 |
|
|
2018
Q1 | $258K | Sell |
787
-98
| -11% | -$32.1K | 0.24% | 70 |
|
|
2017
Q4 | $261K | Buy |
+885
| New | +$261K | 0.25% | 69 |
|