RWM
Reston Wealth Management’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-700
| Closed | -$106K | – | 90 |
|
|
2024
Q3 | $106K | Buy |
+700
| New | +$106K | 0.04% | 81 |
|
|
2022
Q1 | – | Sell |
-1,088
| Closed | -$219K | – | 61 |
|
|
2021
Q4 | $219K | Sell |
1,088
-8
| -0.7% | -$1.61K | 0.11% | 56 |
|
|
2021
Q3 | $241K | Sell |
1,096
-10
| -0.9% | -$2.2K | 0.13% | 45 |
|
|
2021
Q2 | $265K | Hold |
1,106
| – | – | 0.13% | 42 |
|
|
2021
Q1 | $282K | Sell |
1,106
-69
| -6% | -$17.6K | 0.15% | 37 |
|
|
2020
Q4 | $251K | Buy |
+1,175
| New | +$251K | 0.14% | 40 |
|
|
2020
Q3 | – | Sell |
-1,109
| Closed | -$203K | – | 41 |
|
|
2020
Q2 | $203K | Buy |
+1,109
| New | +$203K | 0.14% | 42 |
|
|
2020
Q1 | – | Sell |
-793
| Closed | -$258K | – | 43 |
|
|
2019
Q4 | $258K | Sell |
793
-65
| -8% | -$21.1K | 0.21% | 38 |
|
|
2019
Q3 | $326K | Buy |
858
+69
| +9% | +$26.2K | 0.29% | 32 |
|
|
2019
Q2 | $287K | Buy |
789
+2
| +0.3% | +$728 | 0.23% | 39 |
|
|
2019
Q1 | $297K | Buy |
787
+50
| +7% | +$18.9K | 0.24% | 39 |
|
|
2018
Q4 | $238K | Buy |
+737
| New | +$238K | 0.23% | 40 |
|