MA Private Wealth’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,380
| Closed | -$263K | – | 66 |
|
|
2022
Q4 | $263K | Buy |
+1,380
| New | +$263K | 0.06% | 73 |
|
|
2022
Q2 | – | Sell |
-1,380
| Closed | -$264K | – | 66 |
|
|
2022
Q1 | $264K | Hold |
1,380
| – | – | 0.05% | 77 |
|
|
2021
Q4 | $278K | Buy |
1,380
+5
| +0.4% | +$1.01K | 0.05% | 78 |
|
|
2021
Q3 | $302K | Hold |
1,375
| – | – | 0.06% | 73 |
|
|
2021
Q2 | $329K | Hold |
1,375
| – | – | 0.07% | 72 |
|
|
2021
Q1 | $350K | Buy |
+1,375
| New | +$350K | 0.07% | 71 |
|
|
2020
Q4 | – | Sell |
-1,375
| Closed | -$227K | – | 67 |
|
|
2020
Q3 | $227K | Hold |
1,375
| – | – | 0.05% | 78 |
|
|
2020
Q2 | $252K | Hold |
1,375
| – | – | 0.06% | 73 |
|
|
2020
Q1 | $205K | Buy |
+1,375
| New | +$205K | 0.06% | 80 |
|
|
2019
Q4 | – | Sell |
-1,378
| Closed | -$524K | – | 76 |
|
|
2019
Q3 | $524K | Buy |
1,378
+11
| +0.8% | +$4.18K | 0.15% | 54 |
|
|
2019
Q2 | $497K | Buy |
1,367
+8
| +0.6% | +$2.91K | 0.14% | 57 |
|
|
2019
Q1 | $518K | Buy |
1,359
+7
| +0.5% | +$2.67K | 0.16% | 59 |
|
|
2018
Q4 | $436K | Buy |
+1,352
| New | +$436K | 0.17% | 64 |
|