Royal Capital Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-1,961
| Closed | -$378K | – | 93 |
|
2024
Q1 | $378K | Buy |
1,961
+100
| +5% | +$19.3K | 0.3% | 56 |
|
2023
Q4 | $485K | Hold |
1,861
| – | – | 0.42% | 48 |
|
2023
Q3 | $357K | Hold |
1,861
| – | – | 0.34% | 55 |
|
2023
Q2 | $393K | Hold |
1,861
| – | – | 0.37% | 52 |
|
2023
Q1 | $395K | Buy |
1,861
+276
| +17% | +$58.6K | 0.4% | 52 |
|
2022
Q4 | $302K | Buy |
+1,585
| New | +$302K | 0.32% | 65 |
|
2022
Q3 | – | Sell |
-1,600
| Closed | -$219K | – | 88 |
|
2022
Q2 | $219K | Buy |
1,600
+175
| +12% | +$24K | 0.24% | 86 |
|
2022
Q1 | $273K | Sell |
1,425
-15
| -1% | -$2.87K | 0.27% | 82 |
|
2021
Q4 | $290K | Buy |
+1,440
| New | +$290K | 0.28% | 80 |
|