Mascoma 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
Q3 | – | Sell |
-33
| Closed | -$6.01K | – | 459 |
|
|
2024
Q2 | $6.01K | Buy |
+33
| New | +$6.01K | ﹤0.01% | 396 |
|
|
2023
Q4 | – | Sell |
-40
| Closed | -$7.67K | – | 472 |
|
|
2023
Q3 | $7.67K | Hold |
40
| – | – | ﹤0.01% | 344 |
|
|
2023
Q2 | $9.52K | Sell |
40
-959
| -96% | -$228K | ﹤0.01% | 324 |
|
|
2023
Q1 | $207K | Sell |
999
-471
| -32% | -$97.4K | 0.06% | 120 |
|
|
2022
Q4 | $280K | Hold |
1,470
| – | – | 0.09% | 96 |
|
|
2022
Q3 | $178K | Hold |
1,470
| – | – | 0.06% | 119 |
|
|
2022
Q2 | $201K | Hold |
1,470
| – | – | 0.07% | 109 |
|
|
2022
Q1 | $282K | Buy |
1,470
+30
| +2% | +$5.76K | 0.09% | 101 |
|
|
2021
Q4 | $290K | Hold |
1,440
| – | – | 0.1% | 88 |
|
|
2021
Q3 | $317K | Sell |
1,440
-470
| -25% | -$103K | 0.12% | 86 |
|
|
2021
Q2 | $458K | Hold |
1,910
| – | – | 0.2% | 62 |
|
|
2021
Q1 | $487K | Sell |
1,910
-30
| -2% | -$7.65K | 0.21% | 61 |
|
|
2020
Q4 | $415K | Buy |
+1,940
| New | +$415K | 0.21% | 62 |
|
|
2019
Q3 | $1.01M | Sell |
2,646
-50
| -2% | -$19K | 0.63% | 31 |
|
|
2019
Q2 | $981K | Hold |
2,696
| – | – | 0.61% | 27 |
|
|
2019
Q1 | $1.03M | Sell |
2,696
-770
| -22% | -$294K | 0.69% | 24 |
|
|
2018
Q4 | $1.12M | Sell |
3,466
-189
| -5% | -$61K | 0.85% | 19 |
|
|
2018
Q3 | $1.36M | Hold |
3,655
| – | – | 0.9% | 20 |
|
|
2018
Q2 | $1.23M | Sell |
3,655
-20
| -0.5% | -$6.71K | 0.86% | 23 |
|
|
2018
Q1 | $1.21M | Sell |
3,675
-200
| -5% | -$65.6K | 0.79% | 24 |
|
|
2017
Q4 | $1.35M | Sell |
3,875
-230
| -6% | -$80.2K | 0.83% | 22 |
|
|
2017
Q3 | $1.04M | Sell |
4,105
-64
| -2% | -$16.3K | 0.7% | 26 |
|
|
2017
Q2 | $824K | Buy |
4,169
+22
| +0.5% | +$4.35K | 0.56% | 27 |
|
|
2017
Q1 | $733K | Sell |
4,147
-85
| -2% | -$15K | 0.52% | 26 |
|
|
2016
Q4 | $659K | Buy |
+4,232
| New | +$659K | 0.48% | 29 |
|