Phoenix Wealth Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-988
| Closed | -$249K | – | 114 |
|
|
2023
Q4 | $249K | Buy |
+988
| New | +$249K | 0.17% | 99 |
|
|
2023
Q3 | – | Sell |
-998
| Closed | -$211K | – | 110 |
|
|
2023
Q2 | $211K | Hold |
998
| – | – | 0.12% | 104 |
|
|
2023
Q1 | $212K | Buy |
+998
| New | +$212K | 0.13% | 99 |
|
|
2021
Q4 | – | Sell |
-899
| Closed | -$198K | – | 142 |
|
|
2021
Q3 | $198K | Sell |
899
-127
| -12% | -$28K | 0.15% | 115 |
|
|
2021
Q2 | $242K | Buy |
1,026
+127
| +14% | +$30K | 0.17% | 105 |
|
|
2021
Q1 | $227K | Hold |
899
| – | – | 0.18% | 103 |
|
|
2020
Q4 | $192K | Buy |
+899
| New | +$192K | 0.15% | 111 |
|