SWM
Sanctuary Wealth Management’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $17.7K | Sell |
100
-353
| -78% | -$62.5K | 0.01% | 144 |
|
|
2024
Q3 | $68.9K | Hold |
453
| – | – | 0.05% | 77 |
|
|
2024
Q2 | $82.5K | Hold |
453
| – | – | 0.06% | 69 |
|
|
2024
Q1 | $87.4K | Sell |
453
-269
| -37% | -$51.9K | 0.07% | 69 |
|
|
2023
Q4 | $188K | Buy |
722
+20
| +3% | +$5.21K | 0.18% | 38 |
|
|
2023
Q3 | $135K | Buy |
702
+70
| +11% | +$13.4K | 0.15% | 41 |
|
|
2023
Q2 | $133K | Buy |
+632
| New | +$133K | 0.14% | 40 |
|
|
2022
Q4 | $120K | Buy |
+632
| New | +$120K | 0.14% | 36 |
|
|
2019
Q3 | – | Sell |
-1,720
| Closed | -$626K | – | 27 |
|
|
2019
Q2 | $626K | Buy |
1,720
+62
| +4% | +$22.6K | 0.58% | 13 |
|
|
2019
Q1 | $535K | Hold |
1,658
| – | – | 0.55% | 9 |
|
|
2018
Q4 | $535K | Hold |
1,658
| – | – | 0.55% | 9 |
|
|
2018
Q3 | $617K | Hold |
1,658
| – | – | 0.54% | 10 |
|
|
2018
Q2 | $556K | Hold |
1,658
| – | – | 0.48% | 11 |
|
|
2018
Q1 | $544K | Hold |
1,658
| – | – | 0.46% | 11 |
|
|
2017
Q4 | $489K | Buy |
+1,658
| New | +$489K | 0.45% | 10 |
|