SIA
Schechter Investment Advisors’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $301K | Sell |
1,764
-399
| -18% | -$68K | 0.02% | 473 |
|
|
2024
Q4 | $383K | Sell |
2,163
-980
| -31% | -$173K | 0.03% | 438 |
|
|
2024
Q3 | $478K | Buy |
3,143
+553
| +21% | +$84.1K | 0.04% | 405 |
|
|
2024
Q2 | $471K | Sell |
2,590
-236
| -8% | -$42.9K | 0.04% | 383 |
|
|
2024
Q1 | $545K | Sell |
2,826
-4,308
| -60% | -$831K | 0.04% | 358 |
|
|
2023
Q4 | $1.86M | Buy |
7,134
+2,736
| +62% | +$713K | 0.16% | 125 |
|
|
2023
Q3 | $843K | Sell |
4,398
-370
| -8% | -$70.9K | 0.08% | 250 |
|
|
2023
Q2 | $1.01M | Buy |
4,768
+87
| +2% | +$18.4K | 0.09% | 241 |
|
|
2023
Q1 | $994K | Buy |
4,681
+447
| +11% | +$95K | 0.09% | 258 |
|
|
2022
Q4 | $807K | Buy |
4,234
+907
| +27% | +$173K | 0.07% | 361 |
|
|
2022
Q3 | $402K | Buy |
3,327
+1,519
| +84% | +$184K | 0.04% | 579 |
|
|
2022
Q2 | $247K | Sell |
1,808
-128
| -7% | -$17.5K | 0.02% | 771 |
|
|
2022
Q1 | $372K | Buy |
1,936
+651
| +51% | +$125K | 0.03% | 622 |
|
|
2021
Q4 | $259K | Buy |
+1,285
| New | +$259K | 0.02% | 720 |
|