Kore Private Wealth’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $223K | Buy |
1,843
+289
| +19% | +$35K | 0.04% | 230 |
|
|
2022
Q2 | $212K | Sell |
1,554
-51
| -3% | -$6.96K | 0.03% | 266 |
|
|
2022
Q1 | $307K | Buy |
1,605
+1
| +0.1% | +$191 | 0.04% | 236 |
|
|
2021
Q4 | $323K | Sell |
1,604
-207
| -11% | -$41.7K | 0.04% | 228 |
|
|
2021
Q3 | $398K | Buy |
1,811
+38
| +2% | +$8.35K | 0.04% | 272 |
|
|
2021
Q2 | $425K | Hold |
1,773
| – | – | 0.05% | 245 |
|
|
2021
Q1 | $452K | Sell |
1,773
-394
| -18% | -$100K | 0.06% | 203 |
|
|
2020
Q4 | $464K | Buy |
2,167
+292
| +16% | +$62.5K | 0.07% | 176 |
|
|
2020
Q3 | $310K | Sell |
1,875
-5
| -0.3% | -$827 | 0.06% | 192 |
|
|
2020
Q2 | $344K | Buy |
1,880
+343
| +22% | +$62.8K | 0.07% | 164 |
|
|
2020
Q1 | $229K | Sell |
1,537
-27
| -2% | -$4.02K | 0.05% | 194 |
|
|
2019
Q4 | $509K | Sell |
1,564
-205
| -12% | -$66.7K | 0.1% | 136 |
|
|
2019
Q3 | $663K | Sell |
1,769
-1,070
| -38% | -$401K | 0.15% | 110 |
|
|
2019
Q2 | $1.03M | Sell |
2,839
-198
| -7% | -$72K | 0.23% | 86 |
|
|
2019
Q1 | $1.16M | Buy |
3,037
+324
| +12% | +$124K | 0.26% | 77 |
|
|
2018
Q4 | $875K | Buy |
+2,713
| New | +$875K | 0.24% | 83 |
|