Marks Group Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-839
| Closed | -$219K | – | 300 |
|
|
2023
Q4 | $219K | Buy |
+839
| New | +$219K | 0.02% | 283 |
|
|
2023
Q2 | – | Sell |
-953
| Closed | -$202K | – | 278 |
|
|
2023
Q1 | $202K | Sell |
953
-139
| -13% | -$29.5K | 0.03% | 271 |
|
|
2022
Q4 | $208K | Buy |
+1,092
| New | +$208K | 0.03% | 269 |
|
|
2022
Q2 | – | Sell |
-1,092
| Closed | -$209K | – | 288 |
|
|
2022
Q1 | $209K | Buy |
+1,092
| New | +$209K | 0.03% | 293 |
|
|
2020
Q1 | – | Sell |
-811
| Closed | -$264K | – | 227 |
|
|
2019
Q4 | $264K | Buy |
+811
| New | +$264K | 0.05% | 211 |
|