Jupiter Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-2,030
| Closed | -$271K | – | 75 |
|
2020
Q1 | $271K | Sell |
2,030
-3,962
| -66% | -$529K | 0.16% | 60 |
|
2019
Q4 | $1.99M | Buy |
5,992
+396
| +7% | +$132K | 0.96% | 30 |
|
2019
Q3 | $2.13M | Sell |
5,596
-1,040
| -16% | -$396K | 1.14% | 29 |
|
2019
Q2 | $2.45M | Sell |
6,636
-564
| -8% | -$208K | 1.21% | 31 |
|
2019
Q1 | $2.74M | Buy |
+7,200
| New | +$2.74M | 1.32% | 29 |
|