OCPWS
One Charles Private Wealth Services’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-788
| Closed | -$205K | – | 145 |
|
|
2023
Q4 | $205K | Buy |
+788
| New | +$205K | 0.11% | 135 |
|
|
2021
Q4 | – | Sell |
-959
| Closed | -$211K | – | 117 |
|
|
2021
Q3 | $211K | Hold |
959
| – | – | 0.12% | 115 |
|
|
2021
Q2 | $230K | Buy |
+959
| New | +$230K | 0.15% | 102 |
|
|
2020
Q4 | – | Sell |
-1,736
| Closed | -$287K | – | 26 |
|
|
2020
Q3 | $287K | Sell |
1,736
-1,000
| -37% | -$165K | 0.18% | 28 |
|
|
2020
Q2 | $502K | Buy |
+2,736
| New | +$502K | 0.26% | 44 |
|