IWA
IVC Wealth Advisors’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Sell |
1,160
-133
| -10% | -$27.9K | 0.12% | 148 |
|
|
2025
Q1 | $221K | Buy |
1,293
+11
| +0.9% | +$1.88K | 0.12% | 144 |
|
|
2024
Q4 | $227K | Buy |
+1,282
| New | +$227K | 0.13% | 143 |
|
|
2024
Q3 | – | Sell |
-1,738
| Closed | -$316K | – | 164 |
|
|
2024
Q2 | $316K | Sell |
1,738
-288
| -14% | -$52.4K | 0.18% | 114 |
|
|
2024
Q1 | $391K | Sell |
2,026
-2,179
| -52% | -$421K | 0.23% | 101 |
|
|
2023
Q4 | $1.1M | Sell |
4,205
-1,139
| -21% | -$297K | 0.68% | 38 |
|
|
2023
Q3 | $1.02M | Sell |
5,344
-25
| -0.5% | -$4.79K | 0.69% | 34 |
|
|
2023
Q2 | $1.13M | Buy |
5,369
+1,077
| +25% | +$227K | 0.72% | 32 |
|
|
2023
Q1 | $912K | Sell |
4,292
-225
| -5% | -$47.8K | 0.65% | 43 |
|
|
2022
Q4 | $860K | Sell |
4,517
-155
| -3% | -$29.5K | 0.63% | 47 |
|
|
2022
Q3 | $566K | Buy |
4,672
+48
| +1% | +$5.82K | 0.46% | 62 |
|
|
2022
Q2 | $632K | Sell |
4,624
-475
| -9% | -$64.9K | 0.49% | 58 |
|
|
2022
Q1 | $976K | Sell |
5,099
-6
| -0.1% | -$1.15K | 0.64% | 40 |
|
|
2021
Q4 | $1.03M | Sell |
5,105
-314
| -6% | -$63.2K | 0.66% | 39 |
|
|
2021
Q3 | $1.19M | Buy |
5,419
+300
| +6% | +$66K | 0.82% | 31 |
|
|
2021
Q2 | $1.23M | Buy |
5,119
+60
| +1% | +$14.4K | 0.86% | 28 |
|
|
2021
Q1 | $1.29M | Buy |
5,059
+85
| +2% | +$21.7K | 1.02% | 23 |
|
|
2020
Q4 | $1.07M | Buy |
+4,974
| New | +$1.07M | 1.02% | 26 |
|