National Wealth Management Group’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,167
| Closed | -$212K | – | 147 |
|
|
2024
Q2 | $212K | Buy |
+1,167
| New | +$212K | 0.16% | 123 |
|
|
2022
Q3 | – | Sell |
-4,699
| Closed | -$642K | – | 124 |
|
|
2022
Q2 | $642K | Buy |
4,699
+3,211
| +216% | +$439K | 0.81% | 31 |
|
|
2022
Q1 | $285K | Buy |
1,488
+50
| +3% | +$9.58K | 0.27% | 83 |
|
|
2021
Q4 | $290K | Buy |
+1,438
| New | +$290K | 0.27% | 92 |
|