Keebeck 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
Q1 | – | Sell |
-875
| Closed | -$228K | – | 279 |
|
|
2023
Q4 | $228K | Buy |
+875
| New | +$228K | 0.04% | 247 |
|
|
2023
Q3 | – | Sell |
-978
| Closed | -$207K | – | 256 |
|
|
2023
Q2 | $207K | Sell |
978
-41
| -4% | -$8.66K | 0.03% | 256 |
|
|
2023
Q1 | $216K | Buy |
+1,019
| New | +$216K | 0.03% | 238 |
|
|
2021
Q3 | – | Sell |
-3,901
| Closed | -$935K | – | 218 |
|
|
2021
Q2 | $935K | Buy |
3,901
+2,585
| +196% | +$620K | 0.13% | 126 |
|
|
2021
Q1 | $335K | Buy |
+1,316
| New | +$335K | 0.05% | 191 |
|
|
2020
Q3 | – | Sell |
-370
| Closed | -$67K | – | 194 |
|
|
2020
Q2 | $67K | Buy |
+370
| New | +$67K | 0.02% | 200 |
|
|
2020
Q1 | – | Sell |
-370
| Closed | -$120K | – | 154 |
|
|
2019
Q4 | $120K | Buy |
+370
| New | +$120K | 0.04% | 174 |
|