CWM
Collaborative Wealth Management’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-841
| Closed | -$219K | – | 173 |
|
|
2023
Q4 | $219K | Buy |
+841
| New | +$219K | 0.12% | 146 |
|
|
2023
Q3 | – | Sell |
-968
| Closed | -$204K | – | 164 |
|
|
2023
Q2 | $204K | Sell |
968
-134
| -12% | -$28.3K | 0.12% | 158 |
|
|
2023
Q1 | $234K | Sell |
1,102
-6
| -0.5% | -$1.28K | 0.15% | 153 |
|
|
2022
Q4 | $211K | Buy |
+1,108
| New | +$211K | 0.14% | 162 |
|