Clearview Wealth Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-666
| Closed | -$141K | – | 160 |
|
|
2023
Q2 | $141K | Hold |
666
| – | – | 0.14% | 123 |
|
|
2023
Q1 | $141K | Hold |
666
| – | – | 0.14% | 126 |
|
|
2022
Q4 | $127K | Sell |
666
-268
| -29% | -$51.1K | 0.1% | 101 |
|
|
2022
Q3 | $113K | Sell |
934
-47
| -5% | -$5.69K | 0.09% | 103 |
|
|
2022
Q2 | $134K | Buy |
981
+216
| +28% | +$29.5K | 0.1% | 100 |
|
|
2022
Q1 | $146K | Hold |
765
| – | – | 0.1% | 100 |
|
|
2021
Q4 | $154K | Sell |
765
-200
| -21% | -$40.3K | 0.09% | 122 |
|
|
2021
Q3 | $212K | Buy |
965
+100
| +12% | +$22K | 0.13% | 109 |
|
|
2021
Q2 | $207K | Hold |
865
| – | – | 0.13% | 116 |
|
|
2021
Q1 | $220K | Sell |
865
-72
| -8% | -$18.3K | 0.14% | 108 |
|
|
2020
Q4 | $201K | Buy |
+937
| New | +$201K | 0.14% | 107 |
|