Independent Solutions 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 |
-1,570
| Closed | -$286K | – | 166 |
|
|
2024
Q2 | $286K | Sell |
1,570
-1,115
| -42% | -$203K | 0.07% | 146 |
|
|
2024
Q1 | $518K | Sell |
2,685
-1,629
| -38% | -$314K | 0.12% | 120 |
|
|
2023
Q4 | $1.12M | Sell |
4,314
-84
| -2% | -$21.9K | 0.29% | 86 |
|
|
2023
Q3 | $843K | Buy |
4,398
+35
| +0.8% | +$6.71K | 0.22% | 100 |
|
|
2023
Q2 | $921K | Buy |
4,363
+1,285
| +42% | +$271K | 0.23% | 97 |
|
|
2023
Q1 | $654K | Buy |
3,078
+295
| +11% | +$62.7K | 0.19% | 103 |
|
|
2022
Q4 | $530K | Buy |
2,783
+304
| +12% | +$57.9K | 0.16% | 119 |
|
|
2022
Q3 | $300K | Buy |
2,479
+10
| +0.4% | +$1.21K | 0.1% | 160 |
|
|
2022
Q2 | $338K | Sell |
2,469
-459
| -16% | -$62.8K | 0.11% | 149 |
|
|
2022
Q1 | $561K | Sell |
2,928
-15
| -0.5% | -$2.87K | 0.13% | 126 |
|
|
2021
Q4 | $592K | Buy |
2,943
+185
| +7% | +$37.2K | 0.14% | 123 |
|
|
2021
Q3 | $607K | Buy |
2,758
+110
| +4% | +$24.2K | 0.15% | 122 |
|
|
2021
Q2 | $634K | Sell |
2,648
-18
| -0.7% | -$4.31K | 0.15% | 125 |
|
|
2021
Q1 | $679K | Sell |
2,666
-15
| -0.6% | -$3.82K | 0.19% | 102 |
|
|
2020
Q4 | $574K | Sell |
2,681
-75
| -3% | -$16.1K | 0.18% | 99 |
|
|
2020
Q3 | $455K | Buy |
2,756
+35
| +1% | +$5.78K | 0.17% | 99 |
|
|
2020
Q2 | $499K | Sell |
2,721
-83
| -3% | -$15.2K | 0.21% | 90 |
|
|
2020
Q1 | $418K | Buy |
2,804
+17
| +0.6% | +$2.54K | 0.23% | 79 |
|
|
2019
Q4 | $908K | Buy |
+2,787
| New | +$908K | 0.4% | 48 |
|