Harvest Group 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
Q1 | – | Sell |
-200
| Closed | -$43K | – | 96 |
|
|
2020
Q4 | $43K | Sell |
200
-30
| -13% | -$6.45K | 0.03% | 111 |
|
|
2020
Q3 | $38K | Hold |
230
| – | – | 0.03% | 106 |
|
|
2020
Q2 | $42K | Buy |
230
+30
| +15% | +$5.48K | 0.04% | 89 |
|
|
2020
Q1 | $29K | Sell |
200
-40
| -17% | -$5.8K | 0.03% | 105 |
|
|
2019
Q4 | $78K | Buy |
240
+40
| +20% | +$13K | 0.07% | 64 |
|
|
2019
Q3 | $76K | Hold |
200
| – | – | 0.09% | 61 |
|
|
2019
Q2 | $72K | Hold |
200
| – | – | 0.09% | 57 |
|
|
2019
Q1 | $76K | Buy |
+200
| New | +$76K | 0.07% | 71 |
|