Scott Capital Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-1,557
| Closed | -$237K | – | 49 |
|
2024
Q3 | $237K | Buy |
1,557
+221
| +17% | +$33.6K | 0.07% | 49 |
|
2024
Q2 | $245K | Hold |
1,336
| – | – | 0.07% | 46 |
|
2024
Q1 | $238K | Sell |
1,336
-302
| -18% | -$53.8K | 0.07% | 45 |
|
2023
Q4 | $427K | Hold |
1,638
| – | – | 0.14% | 37 |
|
2023
Q3 | $303K | Buy |
1,638
+100
| +7% | +$18.5K | 0.12% | 38 |
|
2023
Q2 | $325K | Hold |
1,538
| – | – | 0.14% | 39 |
|
2023
Q1 | $327K | Sell |
1,538
-539
| -26% | -$115K | 0.16% | 37 |
|
2022
Q4 | $396K | Sell |
2,077
-59
| -3% | -$11.2K | 0.22% | 32 |
|
2022
Q3 | $259K | Sell |
2,136
-50
| -2% | -$6.06K | 0.18% | 32 |
|
2022
Q2 | $299K | Sell |
2,186
-551
| -20% | -$75.4K | 0.2% | 33 |
|
2022
Q1 | $524K | Buy |
2,737
+226
| +9% | +$43.3K | 0.31% | 30 |
|
2021
Q4 | $506K | Buy |
+2,511
| New | +$506K | 0.31% | 24 |
|