Oak Harbor Wealth Partners’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,084
| Closed | -$209K | – | 217 |
|
|
2024
Q1 | $209K | Buy |
1,084
+6
| +0.6% | +$1.16K | 0.07% | 166 |
|
|
2023
Q4 | $281K | Hold |
1,078
| – | – | 0.09% | 137 |
|
|
2023
Q3 | $207K | Hold |
1,078
| – | – | 0.07% | 158 |
|
|
2023
Q2 | $228K | Hold |
1,078
| – | – | 0.08% | 156 |
|
|
2023
Q1 | $229K | Sell |
1,078
-285
| -21% | -$60.5K | 0.08% | 153 |
|
|
2022
Q4 | $260K | Sell |
1,363
-90
| -6% | -$17.1K | 0.1% | 136 |
|
|
2022
Q3 | $176K | Hold |
1,453
| – | – | 0.07% | 149 |
|
|
2022
Q2 | $199K | Sell |
1,453
-100
| -6% | -$13.7K | 0.08% | 148 |
|
|
2022
Q1 | $297K | Buy |
1,553
+520
| +50% | +$99.4K | 0.1% | 130 |
|
|
2021
Q4 | $208K | Buy |
+1,033
| New | +$208K | 0.07% | 163 |
|