RIS
Retirement Income Solutions’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Buy |
+972
| New | +$204K | 0.04% | 152 |
|
|
2024
Q2 | – | Sell |
-1,100
| Closed | -$212K | – | 143 |
|
|
2024
Q1 | $212K | Buy |
1,100
+50
| +5% | +$9.65K | 0.05% | 143 |
|
|
2023
Q4 | $274K | Hold |
1,050
| – | – | 0.07% | 110 |
|
|
2023
Q3 | $201K | Hold |
1,050
| – | – | 0.06% | 127 |
|
|
2023
Q2 | $222K | Sell |
1,050
-65
| -6% | -$13.7K | 0.06% | 127 |
|
|
2023
Q1 | $237K | Buy |
+1,115
| New | +$237K | 0.07% | 120 |
|
|
2020
Q1 | – | Sell |
-681
| Closed | -$222K | – | 74 |
|
|
2019
Q4 | $222K | Hold |
681
| – | – | 0.09% | 70 |
|
|
2019
Q3 | $259K | Hold |
681
| – | – | 0.14% | 61 |
|
|
2019
Q2 | $248K | Hold |
681
| – | – | 0.13% | 57 |
|
|
2019
Q1 | $260K | Hold |
681
| – | – | 0.15% | 59 |
|
|
2018
Q4 | $220K | Hold |
681
| – | – | 0.14% | 57 |
|
|
2018
Q3 | $253K | Buy |
681
+27
| +4% | +$10K | 0.14% | 58 |
|
|
2018
Q2 | $219K | Buy |
654
+33
| +5% | +$11.1K | 0.13% | 62 |
|
|
2018
Q1 | $204K | Buy |
+621
| New | +$204K | 0.12% | 61 |
|