Crewe Advisors’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 |
-3,978
| Closed | -$724K | – | 743 |
|
|
2024
Q2 | $724K | Buy |
3,978
+96
| +2% | +$17.5K | 0.08% | 82 |
|
|
2024
Q1 | $749K | Buy |
+3,882
| New | +$749K | 0.09% | 78 |
|
|
2023
Q3 | – | Sell |
-3,503
| Closed | -$740K | – | 617 |
|
|
2023
Q2 | $740K | Hold |
3,503
| – | – | 0.1% | 64 |
|
|
2023
Q1 | $744K | Sell |
3,503
-42
| -1% | -$8.92K | 0.11% | 60 |
|
|
2022
Q4 | $675K | Buy |
3,545
+1,956
| +123% | +$373K | 0.11% | 65 |
|
|
2022
Q3 | $192K | Buy |
1,589
+672
| +73% | +$81.2K | 0.03% | 150 |
|
|
2022
Q2 | $125K | Sell |
917
-553
| -38% | -$75.4K | 0.03% | 182 |
|
|
2022
Q1 | $282K | Buy |
1,470
+50
| +4% | +$9.59K | 0.06% | 82 |
|
|
2021
Q4 | $286K | Buy |
1,420
+11
| +0.8% | +$2.22K | 0.06% | 63 |
|
|
2021
Q3 | $310K | Hold |
1,409
| – | – | 0.07% | 47 |
|
|
2021
Q2 | $338K | Buy |
1,409
+8
| +0.6% | +$1.92K | 0.08% | 44 |
|
|
2021
Q1 | $357K | Buy |
1,401
+31
| +2% | +$7.9K | 0.09% | 40 |
|
|
2020
Q4 | $293K | Buy |
1,370
+600
| +78% | +$128K | 0.12% | 45 |
|
|
2020
Q3 | $127K | Sell |
770
-29
| -4% | -$4.78K | 0.06% | 70 |
|
|
2020
Q2 | $146K | Hold |
799
| – | – | 0.07% | 59 |
|
|
2020
Q1 | $119K | Hold |
799
| – | – | 0.07% | 53 |
|
|
2019
Q4 | $260K | Hold |
799
| – | – | 0.11% | 47 |
|
|
2019
Q3 | $304K | Hold |
799
| – | – | 0.14% | 40 |
|
|
2019
Q2 | $291K | Hold |
799
| – | – | 0.09% | 64 |
|
|
2019
Q1 | $305K | Sell |
799
-249
| -24% | -$95.1K | 0.1% | 44 |
|
|
2018
Q4 | $338K | Hold |
1,048
| – | – | 0.11% | 41 |
|
|
2018
Q3 | $390K | Hold |
1,048
| – | – | 0.33% | 37 |
|
|
2018
Q2 | $352K | Hold |
1,048
| – | – | 0.33% | 40 |
|
|
2018
Q1 | $344K | Buy |
1,048
+194
| +23% | +$63.7K | 0.34% | 36 |
|
|
2017
Q4 | $252K | Buy |
+854
| New | +$252K | 0.25% | 41 |
|