LAS
LWM Advisory Services’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,366
| Closed | -$260K | – | 80 |
|
|
2022
Q4 | $260K | Sell |
1,366
-2,628
| -66% | -$501K | 0.29% | 64 |
|
|
2022
Q3 | $484K | Buy |
3,994
+1,099
| +38% | +$133K | 0.55% | 55 |
|
|
2022
Q2 | $396K | Buy |
2,895
+1,779
| +159% | +$243K | 0.47% | 65 |
|
|
2022
Q1 | $214K | Buy |
+1,116
| New | +$214K | 0.27% | 107 |
|