Lakeridge Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,158
| Closed | -$205K | – | 153 |
|
|
2024
Q4 | $205K | Buy |
+1,158
| New | +$205K | 0.11% | 143 |
|
|
2024
Q3 | – | Sell |
-1,255
| Closed | -$228K | – | 154 |
|
|
2024
Q2 | $228K | Buy |
1,255
+106
| +9% | +$19.3K | 0.14% | 130 |
|
|
2024
Q1 | $222K | Sell |
1,149
-427
| -27% | -$82.4K | 0.14% | 122 |
|
|
2023
Q4 | $411K | Buy |
+1,576
| New | +$411K | 0.3% | 68 |
|