Finer 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 |
-1,353
| Closed | -$353K | – | 79 |
|
|
2023
Q4 | $353K | Sell |
1,353
-764
| -36% | -$199K | 0.26% | 64 |
|
|
2023
Q3 | $406K | Sell |
2,117
-639
| -23% | -$122K | 0.32% | 55 |
|
|
2023
Q2 | $582K | Sell |
2,756
-138
| -5% | -$29.1K | 0.45% | 51 |
|
|
2023
Q1 | $615K | Sell |
2,894
-64
| -2% | -$13.6K | 0.52% | 48 |
|
|
2022
Q4 | $563K | Sell |
2,958
-207
| -7% | -$39.4K | 0.53% | 46 |
|
|
2022
Q3 | $383K | Sell |
3,165
-40
| -1% | -$4.84K | 0.38% | 59 |
|
|
2022
Q2 | $438K | Sell |
3,205
-132
| -4% | -$18K | 0.4% | 55 |
|
|
2022
Q1 | $639K | Sell |
3,337
-237
| -7% | -$45.4K | 0.52% | 44 |
|
|
2021
Q4 | $720K | Buy |
+3,574
| New | +$720K | 0.6% | 46 |
|