Core Wealth Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-517
| Closed | -$99.7K | – | 70 |
|
|
2024
Q1 | $99.7K | Sell |
517
-9,578
| -95% | -$1.85M | 0.03% | 74 |
|
|
2023
Q4 | $2.63M | Sell |
10,095
-4
| -0% | -$1.04K | 0.97% | 13 |
|
|
2023
Q3 | $1.94M | Buy |
10,099
+505
| +5% | +$96.8K | 0.79% | 18 |
|
|
2023
Q2 | $2.03M | Buy |
9,594
+9,267
| +2,834% | +$1.96M | 0.81% | 16 |
|
|
2023
Q1 | $69.4K | Buy |
327
+186
| +132% | +$39.5K | 0.03% | 75 |
|
|
2022
Q4 | $26.8K | Hold |
141
| – | – | 0.01% | 103 |
|
|
2022
Q3 | $17K | Hold |
141
| – | – | 0.01% | 106 |
|
|
2022
Q2 | $19K | Hold |
141
| – | – | 0.01% | 107 |
|
|
2022
Q1 | $27K | Hold |
141
| – | – | 0.02% | 102 |
|
|
2021
Q4 | $28K | Sell |
141
-132
| -48% | -$26.2K | 0.02% | 114 |
|
|
2021
Q3 | $60K | Hold |
273
| – | – | 0.04% | 74 |
|
|
2021
Q2 | $65K | Buy |
273
+32
| +13% | +$7.62K | 0.04% | 63 |
|
|
2021
Q1 | $61K | Buy |
241
+85
| +54% | +$21.5K | 0.05% | 56 |
|
|
2020
Q4 | $33K | Buy |
156
+15
| +11% | +$3.17K | 0.03% | 72 |
|
|
2020
Q3 | $23K | Buy |
141
+16
| +13% | +$2.61K | 0.02% | 74 |
|
|
2020
Q2 | $23K | Sell |
125
-101
| -45% | -$18.6K | 0.02% | 70 |
|
|
2020
Q1 | $34K | Buy |
226
+208
| +1,156% | +$31.3K | 0.03% | 59 |
|
|
2019
Q4 | $6K | Buy |
+18
| New | +$6K | ﹤0.01% | 95 |
|