Monterey Private Wealth’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,496
| Closed | -$205K | – | 99 |
|
|
2022
Q2 | $205K | Buy |
1,496
+81
| +6% | +$11.1K | 0.12% | 95 |
|
|
2022
Q1 | $276K | Hold |
1,415
| – | – | 0.13% | 90 |
|
|
2021
Q4 | $285K | Sell |
1,415
-200
| -12% | -$40.3K | 0.14% | 89 |
|
|
2021
Q3 | $362K | Sell |
1,615
-256
| -14% | -$57.4K | 0.2% | 64 |
|
|
2021
Q2 | $448K | Hold |
1,871
| – | – | 0.26% | 57 |
|
|
2021
Q1 | $452K | Sell |
1,871
-17
| -0.9% | -$4.11K | 0.25% | 50 |
|
|
2020
Q4 | $404K | Buy |
1,888
+12
| +0.6% | +$2.57K | 0.23% | 52 |
|
|
2020
Q3 | $310K | Hold |
1,876
| – | – | 0.2% | 59 |
|
|
2020
Q2 | $344K | Buy |
1,876
+125
| +7% | +$22.9K | 0.25% | 50 |
|
|
2020
Q1 | $261K | Sell |
1,751
-14
| -0.8% | -$2.09K | 0.22% | 52 |
|
|
2019
Q4 | $575K | Buy |
+1,765
| New | +$575K | 0.46% | 34 |
|