Peak Financial 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 |
-2,265
| Closed | -$412K | – | 99 |
|
|
2024
Q2 | $412K | Buy |
2,265
+375
| +20% | +$68.3K | 0.13% | 61 |
|
|
2024
Q1 | $365K | Buy |
1,890
+250
| +15% | +$48.2K | 0.12% | 64 |
|
|
2023
Q4 | $427K | Buy |
1,640
+550
| +50% | +$143K | 0.14% | 56 |
|
|
2023
Q3 | $209K | Buy |
+1,090
| New | +$209K | 0.08% | 69 |
|
|
2022
Q2 | – | Sell |
-1,490
| Closed | -$285K | – | 68 |
|
|
2022
Q1 | $285K | Buy |
+1,490
| New | +$285K | 0.1% | 62 |
|
|
2021
Q4 | – | Sell |
-1,390
| Closed | -$306K | – | 78 |
|
|
2021
Q3 | $306K | Sell |
1,390
-101
| -7% | -$22.2K | 0.1% | 56 |
|
|
2021
Q2 | $357K | Buy |
1,491
+101
| +7% | +$24.2K | 0.12% | 51 |
|
|
2021
Q1 | $354K | Hold |
1,390
| – | – | 0.13% | 48 |
|
|
2020
Q4 | $298K | Buy |
+1,390
| New | +$298K | 0.11% | 52 |
|