Dorchester Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $312K | Sell |
1,760
-1,590
| -47% | -$281K | 0.06% | 118 |
|
|
2024
Q3 | $509K | Buy |
3,350
+505
| +18% | +$76.8K | 0.09% | 97 |
|
|
2024
Q2 | $518K | Sell |
2,845
-200
| -7% | -$36.4K | 0.1% | 94 |
|
|
2024
Q1 | $588K | Buy |
3,045
+790
| +35% | +$152K | 0.11% | 96 |
|
|
2023
Q4 | $588K | Hold |
2,255
| – | – | 0.11% | 93 |
|
|
2023
Q3 | $432K | Hold |
2,255
| – | – | 0.09% | 104 |
|
|
2023
Q2 | $476K | Hold |
2,255
| – | – | 0.1% | 98 |
|
|
2023
Q1 | $479K | Buy |
+2,255
| New | +$479K | 0.1% | 101 |
|
|
2022
Q4 | – | Sell |
-2,642
| Closed | -$320K | – | 145 |
|
|
2022
Q3 | $320K | Sell |
2,642
-160
| -6% | -$19.4K | 0.07% | 123 |
|
|
2022
Q2 | $383K | Buy |
2,802
+500
| +22% | +$68.3K | 0.08% | 114 |
|
|
2022
Q1 | $551K | Buy |
2,302
+460
| +25% | +$110K | 0.09% | 97 |
|
|
2021
Q4 | $371K | Buy |
1,842
+842
| +84% | +$170K | 0.07% | 110 |
|
|
2021
Q3 | $220K | Hold |
1,000
| – | – | 0.05% | 136 |
|
|
2021
Q2 | $240K | Hold |
1,000
| – | – | 0.06% | 140 |
|
|
2021
Q1 | $255K | Buy |
+1,000
| New | +$255K | 0.06% | 130 |
|
|
2020
Q3 | – | Sell |
-1,500
| Closed | -$275K | – | 133 |
|
|
2020
Q2 | $275K | Buy |
+1,500
| New | +$275K | 0.09% | 113 |
|