Elmwood Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $72K | Hold |
300
| – | – | 0.04% | 152 |
|
|
2021
Q1 | $76K | Buy |
+300
| New | +$76K | 0.05% | 145 |
|
|
2020
Q2 | – | Sell |
-95
| Closed | -$31.2K | – | 259 |
|
|
2020
Q1 | $31.2K | Buy |
+95
| New | +$31.2K | 0.03% | 142 |
|
|
2019
Q4 | – | Sell |
-66
| Closed | -$25K | – | 100 |
|
|
2019
Q3 | $25K | Buy |
66
+1
| +2% | +$379 | 0.03% | 129 |
|
|
2019
Q2 | $24K | Hold |
65
| – | – | 0.02% | 149 |
|
|
2019
Q1 | $25K | Hold |
65
| – | – | 0.02% | 141 |
|
|
2018
Q4 | $21K | Hold |
65
| – | – | 0.02% | 155 |
|
|
2018
Q3 | $24.1K | Buy |
65
+1
| +2% | +$371 | 0.02% | 164 |
|
|
2018
Q2 | $21.7K | Sell |
64
-31
| -33% | -$10.5K | 0.02% | 164 |
|
|
2018
Q1 | $31.2K | Buy |
+95
| New | +$31.2K | 0.03% | 142 |
|