IWAG
Integer Wealth Advisors Group’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $328K | Buy |
1,298
+51
| +4% | +$12.9K | 0.18% | 65 |
|
|
2020
Q4 | $263K | Sell |
1,247
-10
| -0.8% | -$2.11K | 0.17% | 66 |
|
|
2020
Q3 | $208K | Hold |
1,257
| – | – | 0.19% | 67 |
|
|
2020
Q2 | $218K | Sell |
1,257
-325
| -21% | -$56.4K | 0.22% | 64 |
|
|
2020
Q1 | $211K | Buy |
1,582
+210
| +15% | +$28K | 0.24% | 60 |
|
|
2019
Q4 | $436K | Buy |
+1,372
| New | +$436K | 0.43% | 41 |
|