SWM
Selective Wealth Management’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-150
| Closed | -$21K | – | 759 |
|
|
2022
Q2 | $21K | Hold |
150
| – | – | 0.01% | 453 |
|
|
2022
Q1 | $29K | Sell |
150
-370
| -71% | -$71.5K | 0.01% | 391 |
|
|
2021
Q4 | $105K | Sell |
520
-100
| -16% | -$20.2K | 0.04% | 188 |
|
|
2021
Q3 | $136K | Buy |
620
+270
| +77% | +$59.2K | 0.07% | 144 |
|
|
2021
Q2 | $84K | Buy |
+350
| New | +$84K | 0.07% | 132 |
|
|
2019
Q4 | – | Sell |
-116
| Closed | -$44K | – | 326 |
|
|
2019
Q3 | $44K | Buy |
+116
| New | +$44K | 0.06% | 84 |
|