MorganRosel Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $21.7K | Hold |
103
| – | – | 0.01% | 226 |
|
2025
Q1 | $17.6K | Buy |
+103
| New | +$17.6K | 0.01% | 223 |
|
2021
Q2 | – | Sell |
-1,374
| Closed | -$350K | – | 85 |
|
2021
Q1 | $350K | Buy |
+1,374
| New | +$350K | 0.22% | 63 |
|
2019
Q3 | – | Sell |
-2,630
| Closed | -$957K | – | 73 |
|
2019
Q2 | $957K | Sell |
2,630
-125
| -5% | -$45.5K | 0.79% | 22 |
|
2019
Q1 | $1.05M | Sell |
2,755
-16
| -0.6% | -$6.1K | 0.89% | 21 |
|
2018
Q4 | $894K | Buy |
+2,771
| New | +$894K | 0.93% | 22 |
|