Crown Wealth Group’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
-1,135
Closed -$219K 108
2024
Q1
$219K Sell
1,135
-940
-45% -$181K 0.11% 98
2023
Q4
$541K Sell
2,075
-835
-29% -$218K 0.33% 42
2023
Q3
$558K Buy
2,910
+11
+0.4% +$2.11K 0.42% 34
2023
Q2
$612K Sell
2,899
-353
-11% -$74.5K 0.48% 27
2023
Q1
$691K Sell
3,252
-55
-2% -$11.7K 0.58% 25
2022
Q4
$630K Sell
3,307
-107
-3% -$20.4K 0.59% 26
2022
Q3
$413K Buy
3,414
+44
+1% +$5.32K 0.42% 34
2022
Q2
$461K Sell
3,370
-3
-0.1% -$410 0.42% 37
2022
Q1
$646K Buy
3,373
+5
+0.1% +$958 0.45% 40
2021
Q4
$678K Buy
+3,368
New +$678K 0.63% 32