McClarren Financial Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-35
| Closed | -$5K | – | 102 |
|
2025
Q1 | $5K | Buy |
+35
| New | +$5K | ﹤0.01% | 234 |
|
2024
Q4 | – | Sell |
-35
| Closed | -$5 | – | 211 |
|
2024
Q3 | $5 | Sell |
35
-147
| -81% | -$21 | ﹤0.01% | 201 |
|
2024
Q2 | $6K | Buy |
+182
| New | +$6K | ﹤0.01% | 260 |
|
2024
Q1 | – | Sell |
-35
| Closed | -$9K | – | 354 |
|
2023
Q4 | $9K | Hold |
35
| – | – | 0.01% | 270 |
|
2023
Q3 | $6K | Hold |
35
| – | – | 0.01% | 270 |
|
2023
Q2 | $7K | Hold |
35
| – | – | 0.01% | 266 |
|
2023
Q1 | $7K | Hold |
35
| – | – | 0.01% | 253 |
|
2022
Q4 | $6K | Hold |
35
| – | – | 0.01% | 266 |
|
2022
Q3 | $4K | Buy |
+35
| New | +$4K | ﹤0.01% | 259 |
|
2022
Q2 | – | Sell |
-35
| Closed | -$6K | – | 51 |
|
2022
Q1 | $6K | Sell |
35
-1
| -3% | -$171 | ﹤0.01% | 221 |
|
2021
Q4 | $8K | Buy |
36
+1
| +3% | +$222 | 0.01% | 243 |
|
2021
Q3 | $7K | Hold |
35
| – | – | 0.01% | 226 |
|
2021
Q2 | $8K | Hold |
35
| – | – | 0.01% | 232 |
|
2021
Q1 | $9K | Hold |
35
| – | – | 0.01% | 203 |
|
2020
Q4 | $7K | Buy |
+35
| New | +$7K | 0.01% | 180 |
|