LifeSteps Financial’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-986
| Closed | -$190K | – | 110 |
|
|
2024
Q1 | $190K | Buy |
986
+100
| +11% | +$19.3K | 0.14% | 84 |
|
|
2023
Q4 | $231K | Buy |
+886
| New | +$231K | 0.2% | 71 |
|
|
2021
Q3 | – | Sell |
-873
| Closed | -$209K | – | 82 |
|
|
2021
Q2 | $209K | Sell |
873
-285
| -25% | -$68.2K | 0.16% | 83 |
|
|
2021
Q1 | $295K | Buy |
1,158
+75
| +7% | +$19.1K | 0.25% | 68 |
|
|
2020
Q4 | $232K | Buy |
+1,083
| New | +$232K | 0.21% | 79 |
|
|
2020
Q3 | – | Sell |
-1,183
| Closed | -$217K | – | 79 |
|
|
2020
Q2 | $217K | Buy |
+1,183
| New | +$217K | 0.25% | 68 |
|
|
2020
Q1 | – | Sell |
-843
| Closed | -$275K | – | 77 |
|
|
2019
Q4 | $275K | Buy |
+843
| New | +$275K | 0.26% | 73 |
|