Heritage Wealth Management (Arizona)’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $95.7K | Buy |
503
+337
| +203% | +$64.1K | 0.01% | 418 |
|
|
2022
Q3 | $20K | Buy |
166
+30
| +22% | +$3.61K | 0.01% | 524 |
|
|
2022
Q2 | $18.6K | Sell |
136
-1,622
| -92% | -$222K | 0.01% | 551 |
|
|
2022
Q1 | $337K | Buy |
+1,758
| New | +$337K | 0.09% | 174 |
|
|
2021
Q3 | $338K | Buy |
1,536
+269
| +21% | +$59.2K | 0.12% | 136 |
|
|
2021
Q2 | $303K | Buy |
1,267
+57
| +5% | +$13.6K | 0.11% | 148 |
|
|
2021
Q1 | $308K | Buy |
+1,210
| New | +$308K | 0.17% | 102 |
|