Cook Wealth’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,146
| Closed | -$211K | – | 55 |
|
|
2024
Q2 | $211K | Sell |
1,146
-555
| -33% | -$102K | 0.11% | 53 |
|
|
2024
Q1 | $304K | Sell |
1,701
-351
| -17% | -$62.8K | 0.18% | 39 |
|
|
2023
Q4 | $439K | Sell |
2,052
-63
| -3% | -$13.5K | 0.28% | 35 |
|
|
2023
Q3 | $379K | Buy |
2,115
+503
| +31% | +$90.1K | 0.29% | 27 |
|
|
2023
Q2 | $377K | Sell |
1,612
-65
| -4% | -$15.2K | 0.29% | 24 |
|
|
2023
Q1 | $346K | Sell |
1,677
-112
| -6% | -$23.1K | 0.29% | 24 |
|
|
2022
Q4 | $341K | Sell |
1,789
-57
| -3% | -$10.9K | 0.33% | 24 |
|
|
2022
Q3 | $258K | Buy |
1,846
+121
| +7% | +$16.9K | 0.28% | 29 |
|
|
2022
Q2 | $286K | Buy |
1,725
+177
| +11% | +$29.3K | 0.29% | 30 |
|
|
2022
Q1 | $233K | Sell |
1,548
-76
| -5% | -$11.4K | 0.25% | 32 |
|
|
2021
Q4 | $335K | Buy |
+1,624
| New | +$335K | 0.34% | 22 |
|