Loveless Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $517K | Sell |
3,782
-238
| -6% | -$32.5K | 0.34% | 85 |
|
2022
Q1 | $770K | Hold |
4,020
| – | – | 0.44% | 72 |
|
2021
Q4 | $809K | Sell |
4,020
-15
| -0.4% | -$3.02K | 0.44% | 70 |
|
2021
Q3 | $887K | Buy |
4,035
+40
| +1% | +$8.79K | 0.54% | 60 |
|
2021
Q2 | $957K | Sell |
3,995
-75
| -2% | -$18K | 0.58% | 61 |
|
2021
Q1 | $1.04M | Buy |
4,070
+5
| +0.1% | +$1.27K | 0.68% | 53 |
|
2020
Q4 | $870K | Sell |
4,065
-20
| -0.5% | -$4.28K | 0.64% | 57 |
|
2020
Q3 | $675K | Sell |
4,085
-275
| -6% | -$45.4K | 0.57% | 59 |
|
2020
Q2 | $799K | Buy |
4,360
+60
| +1% | +$11K | 0.74% | 49 |
|
2020
Q1 | $641K | Buy |
4,300
+120
| +3% | +$17.9K | 0.76% | 49 |
|
2019
Q4 | $1.39M | Buy |
+4,180
| New | +$1.39M | 1.2% | 29 |
|