Kelly Financial Services’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 |
-364
| Closed | -$66.3K | – | 165 |
|
|
2024
Q2 | $66.3K | Sell |
364
-15
| -4% | -$2.73K | 0.02% | 199 |
|
|
2024
Q1 | $73.2K | Hold |
379
| – | – | 0.03% | 179 |
|
|
2023
Q4 | $98.9K | Hold |
379
| – | – | 0.04% | 140 |
|
|
2023
Q3 | $72.7K | Hold |
379
| – | – | 0.03% | 149 |
|
|
2023
Q2 | $80.1K | Hold |
379
| – | – | 0.04% | 145 |
|
|
2023
Q1 | $80.6K | Hold |
379
| – | – | 0.04% | 137 |
|
|
2022
Q4 | $72.3K | Hold |
379
| – | – | 0.04% | 141 |
|
|
2022
Q3 | $45.9K | Hold |
379
| – | – | 0.03% | 160 |
|
|
2022
Q2 | $51.9K | Sell |
379
-9
| -2% | -$1.23K | 0.03% | 156 |
|
|
2022
Q1 | $74.4K | Sell |
388
-75
| -16% | -$14.4K | 0.03% | 138 |
|
|
2021
Q4 | $93.3K | Hold |
463
| – | – | 0.04% | 130 |
|
|
2021
Q3 | $102K | Sell |
463
-128,509
| -100% | -$28.3M | 0.06% | 107 |
|
|
2021
Q2 | $538K | Buy |
128,972
+128,434
| +23,872% | +$536K | 0.02% | 169 |
|
|
2021
Q1 | $137K | Sell |
538
-301
| -36% | -$76.7K | 0.09% | 64 |
|
|
2020
Q4 | $180K | Buy |
839
+297
| +55% | +$63.6K | 0.12% | 45 |
|
|
2020
Q3 | $89.6K | Sell |
542
-6
| -1% | -$992 | 0.06% | 62 |
|
|
2020
Q2 | $101K | Buy |
548
+132
| +32% | +$24.2K | 0.08% | 53 |
|
|
2020
Q1 | $62.1K | Buy |
416
+28
| +7% | +$4.18K | 0.08% | 62 |
|
|
2019
Q4 | $126K | Hold |
388
| – | – | 0.1% | 42 |
|
|
2019
Q3 | $148K | Sell |
388
-200
| -34% | -$76.1K | 0.13% | 34 |
|
|
2019
Q2 | $214K | Buy |
588
+100
| +20% | +$36.4K | 0.19% | 25 |
|
|
2019
Q1 | $186K | Buy |
+488
| New | +$186K | 0.21% | 27 |
|