Elk River 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
Q1 | – | Sell |
-3,979
| Closed | -$1.04M | – | 100 |
|
|
2023
Q4 | $1.04M | Hold |
3,979
| – | – | 0.2% | 54 |
|
|
2023
Q3 | $763K | Hold |
3,979
| – | – | 0.17% | 56 |
|
|
2023
Q2 | $840K | Hold |
3,979
| – | – | 0.18% | 56 |
|
|
2023
Q1 | $845K | Hold |
3,979
| – | – | 0.19% | 56 |
|
|
2022
Q4 | $758K | Buy |
+3,979
| New | +$758K | 0.18% | 62 |
|