Northwest Wealth Management’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 |
-1,675
| Closed | -$305K | – | 168 |
|
|
2024
Q2 | $305K | Sell |
1,675
-183
| -10% | -$33.3K | 0.08% | 118 |
|
|
2024
Q1 | $359K | Buy |
1,858
+977
| +111% | +$189K | 0.1% | 114 |
|
|
2023
Q4 | $230K | Buy |
+881
| New | +$230K | 0.07% | 140 |
|
|
2021
Q3 | – | Sell |
-860
| Closed | -$206K | – | 118 |
|
|
2021
Q2 | $206K | Buy |
+860
| New | +$206K | 0.11% | 120 |
|
|
2020
Q1 | – | Sell |
-646
| Closed | -$210K | – | 92 |
|
|
2019
Q4 | $210K | Sell |
646
-508
| -44% | -$165K | 0.19% | 94 |
|
|
2019
Q3 | $439K | Sell |
1,154
-14
| -1% | -$5.33K | 0.36% | 74 |
|
|
2019
Q2 | $425K | Sell |
1,168
-383
| -25% | -$139K | 0.34% | 69 |
|
|
2019
Q1 | $592K | Buy |
1,551
+100
| +7% | +$38.2K | 0.45% | 55 |
|
|
2018
Q4 | $468K | Sell |
1,451
-60
| -4% | -$19.4K | 0.4% | 59 |
|
|
2018
Q3 | $562K | Hold |
1,511
| – | – | 0.42% | 57 |
|
|
2018
Q2 | $507K | Hold |
1,511
| – | – | 0.38% | 60 |
|
|
2018
Q1 | $496K | Buy |
1,511
+326
| +28% | +$107K | 0.37% | 59 |
|
|
2017
Q4 | $349K | Hold |
1,185
| – | – | 0.28% | 68 |
|
|
2017
Q3 | $301K | Sell |
1,185
-245
| -17% | -$62.2K | 0.42% | 48 |
|
|
2017
Q2 | $283K | Buy |
1,430
+25
| +2% | +$4.95K | 0.26% | 75 |
|
|
2017
Q1 | $248K | Hold |
1,405
| – | – | 0.23% | 84 |
|
|
2016
Q4 | $219K | Buy |
+1,405
| New | +$219K | 0.22% | 83 |
|