Minot Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,835
| Closed | -$351K | – | 188 |
|
|
2022
Q1 | $351K | Buy |
1,835
+40
| +2% | +$7.65K | 0.08% | 147 |
|
|
2021
Q4 | $361K | Sell |
1,795
-96
| -5% | -$19.3K | 0.07% | 147 |
|
|
2021
Q3 | $416K | Sell |
1,891
-39
| -2% | -$8.58K | 0.09% | 138 |
|
|
2021
Q2 | $440K | Sell |
1,930
-661
| -26% | -$151K | 0.1% | 133 |
|
|
2021
Q1 | $660K | Buy |
2,591
+1,100
| +74% | +$280K | 0.17% | 105 |
|
|
2020
Q4 | $319K | Buy |
1,491
+204
| +16% | +$43.6K | 0.1% | 119 |
|
|
2020
Q3 | $213K | Buy |
1,287
+150
| +13% | +$24.8K | 0.08% | 128 |
|
|
2020
Q2 | $208K | Buy |
+1,137
| New | +$208K | 0.1% | 106 |
|
|
2020
Q1 | – | Sell |
-1,948
| Closed | -$602K | – | 106 |
|
|
2019
Q4 | $602K | Buy |
+1,948
| New | +$602K | 0.27% | 81 |
|