Personal Wealth Partners’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,272
| Closed | -$280K | – | 77 |
|
|
2021
Q3 | $280K | Hold |
1,272
| – | – | 0.12% | 61 |
|
|
2021
Q2 | $305K | Hold |
1,272
| – | – | 0.12% | 60 |
|
|
2021
Q1 | $324K | Hold |
1,272
| – | – | 0.15% | 56 |
|
|
2020
Q4 | $272K | Buy |
+1,272
| New | +$272K | 0.13% | 54 |
|
|
2020
Q1 | – | Sell |
-395
| Closed | -$129K | – | 108 |
|
|
2019
Q4 | $129K | Sell |
395
-107
| -21% | -$34.9K | 0.06% | 91 |
|
|
2019
Q3 | $191K | Buy |
502
+9
| +2% | +$3.42K | 0.09% | 70 |
|
|
2019
Q2 | $179K | Buy |
+493
| New | +$179K | 0.09% | 63 |
|