Semus Wealth Partners’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 |
-1,801
| Closed | -$274K | – | 115 |
|
2024
Q3 | $274K | Buy |
1,801
+400
| +29% | +$60.8K | 0.19% | 97 |
|
2024
Q2 | $255K | Sell |
1,401
-72
| -5% | -$13.1K | 0.2% | 90 |
|
2024
Q1 | $284K | Buy |
1,473
+165
| +13% | +$31.8K | 0.24% | 92 |
|
2023
Q4 | $341K | Buy |
1,308
+22
| +2% | +$5.74K | 0.28% | 77 |
|
2023
Q3 | $247K | Sell |
1,286
-13
| -1% | -$2.49K | 0.23% | 95 |
|
2023
Q2 | $274K | Sell |
1,299
-2
| -0.2% | -$422 | 0.25% | 89 |
|
2023
Q1 | $276K | Sell |
1,301
-157
| -11% | -$33.4K | 0.3% | 83 |
|
2022
Q4 | $278K | Buy |
+1,458
| New | +$278K | 0.34% | 75 |
|