CWS
Confluence Wealth Services’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Buy |
+1,072
| New | +$225K | 0.01% | 341 |
|
|
2024
Q2 | – | Sell |
-1,094
| Closed | -$211K | – | 362 |
|
|
2024
Q1 | $211K | Sell |
1,094
-857
| -44% | -$165K | 0.02% | 321 |
|
|
2023
Q4 | $508K | Sell |
1,951
-65
| -3% | -$16.9K | 0.06% | 187 |
|
|
2023
Q3 | $386K | Buy |
2,016
+115
| +6% | +$22K | 0.08% | 183 |
|
|
2023
Q2 | $401K | Buy |
1,901
+8
| +0.4% | +$1.69K | 0.09% | 180 |
|
|
2023
Q1 | $402K | Sell |
1,893
-10
| -0.5% | -$2.12K | 0.09% | 162 |
|
|
2022
Q4 | $362K | Sell |
1,903
-29
| -2% | -$5.52K | 0.09% | 171 |
|
|
2022
Q3 | $234K | Sell |
1,932
-464
| -19% | -$56.2K | 0.1% | 199 |
|
|
2022
Q2 | $402K | Sell |
2,396
-64
| -3% | -$10.7K | 0.18% | 175 |
|
|
2022
Q1 | $471K | Buy |
2,460
+64
| +3% | +$12.3K | 0.17% | 149 |
|
|
2021
Q4 | $482K | Buy |
+2,396
| New | +$482K | 0.16% | 143 |
|