Coyle Financial Counsel’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 |
-1,052
| Closed | -$203K | – | 71 |
|
|
2024
Q2 | $203K | Hold |
1,052
| – | – | 0.07% | 67 |
|
|
2024
Q1 | $203K | Sell |
1,052
-25
| -2% | -$4.83K | 0.07% | 67 |
|
|
2023
Q4 | $281K | Hold |
1,077
| – | – | 0.11% | 56 |
|
|
2023
Q3 | $206K | Sell |
1,077
-5
| -0.5% | -$958 | 0.09% | 62 |
|
|
2023
Q2 | $228K | Buy |
1,082
+5
| +0.5% | +$1.06K | 0.1% | 58 |
|
|
2023
Q1 | $229K | Sell |
1,077
-83
| -7% | -$17.6K | 0.11% | 58 |
|
|
2022
Q4 | $221K | Buy |
+1,160
| New | +$221K | 0.11% | 57 |
|
|
2022
Q2 | – | Sell |
-1,050
| Closed | -$201K | – | 62 |
|
|
2022
Q1 | $201K | Hold |
1,050
| – | – | 0.11% | 70 |
|
|
2021
Q4 | $211K | Sell |
1,050
-410
| -28% | -$82.4K | 0.12% | 66 |
|
|
2021
Q3 | $321K | Buy |
+1,460
| New | +$321K | 0.19% | 56 |
|
|
2018
Q3 | – | Sell |
-493
| Closed | -$165K | – | 56 |
|
|
2018
Q2 | $165K | Buy |
+493
| New | +$165K | 0.15% | 47 |
|