Gray 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
Q3 | – | Sell |
-1,641
| Closed | -$299K | – | 142 |
|
2024
Q2 | $299K | Sell |
1,641
-56
| -3% | -$10.2K | 0.13% | 95 |
|
2024
Q1 | $328K | Sell |
1,697
-442
| -21% | -$85.3K | 0.15% | 89 |
|
2023
Q4 | $558K | Buy |
2,139
+25
| +1% | +$6.52K | 0.27% | 61 |
|
2023
Q3 | $405K | Buy |
2,114
+14
| +0.7% | +$2.68K | 0.21% | 68 |
|
2023
Q2 | $443K | Buy |
2,100
+16
| +0.8% | +$3.38K | 0.22% | 69 |
|
2023
Q1 | $443K | Buy |
2,084
+66
| +3% | +$14K | 0.24% | 70 |
|
2022
Q4 | $384K | Sell |
2,018
-76
| -4% | -$14.5K | 0.22% | 67 |
|
2022
Q3 | $254K | Buy |
2,094
+40
| +2% | +$4.85K | 0.16% | 86 |
|
2022
Q2 | $281K | Buy |
2,054
+2
| +0.1% | +$274 | 0.17% | 81 |
|
2022
Q1 | $393K | Sell |
2,052
-486
| -19% | -$93.1K | 0.2% | 75 |
|
2021
Q4 | $511K | Buy |
2,538
+25
| +1% | +$5.03K | 0.25% | 67 |
|
2021
Q3 | $553K | Buy |
2,513
+126
| +5% | +$27.7K | 0.31% | 54 |
|
2021
Q2 | $572K | Buy |
2,387
+110
| +5% | +$26.4K | 0.33% | 56 |
|
2021
Q1 | $580K | Buy |
2,277
+380
| +20% | +$96.8K | 0.37% | 51 |
|
2020
Q4 | $403K | Sell |
1,897
-5
| -0.3% | -$1.06K | 0.28% | 63 |
|
2020
Q3 | $310K | Buy |
1,902
+12
| +0.6% | +$1.96K | 0.24% | 70 |
|
2020
Q2 | $347K | Buy |
+1,890
| New | +$347K | 0.3% | 65 |
|