McKinley Carter Wealth Services’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 | – | 301 |
|
|
2023
Q4 | $219K | Buy |
+839
| New | +$219K | 0.02% | 286 |
|
|
2023
Q2 | – | Sell |
-1,251
| Closed | -$266K | – | 298 |
|
|
2023
Q1 | $266K | Buy |
+1,251
| New | +$266K | 0.02% | 258 |
|
|
2021
Q3 | – | Sell |
-1,298
| Closed | -$311K | – | 286 |
|
|
2021
Q2 | $311K | Sell |
1,298
-2
| -0.2% | -$479 | 0.03% | 240 |
|
|
2021
Q1 | $331K | Buy |
1,300
+100
| +8% | +$25.5K | 0.03% | 234 |
|
|
2020
Q4 | $257K | Buy |
+1,200
| New | +$257K | 0.03% | 228 |
|
|
2020
Q1 | – | Sell |
-1,689
| Closed | -$550K | – | 137 |
|
|
2019
Q4 | $550K | Buy |
1,689
+921
| +120% | +$300K | 0.13% | 104 |
|
|
2019
Q3 | $292K | Buy |
+768
| New | +$292K | 0.07% | 139 |
|
|
2018
Q2 | – | Sell |
-496
| Closed | -$163K | – | 178 |
|
|
2018
Q1 | $163K | Buy |
+496
| New | +$163K | 0.05% | 172 |
|