PWA
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PCG Wealth Advisors’s Boeing BA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,280
Closed -$415K 124
2024
Q2
$415K Buy
2,280
+759
+50% +$138K 0.18% 78
2024
Q1
$294K Buy
+1,521
New +$294K 0.14% 90