Sheets Smith Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,274
| Closed | -$593K | – | 380 |
|
|
2023
Q4 | $593K | Buy |
+2,274
| New | +$593K | 0.08% | 191 |
|
|
2020
Q1 | – | Sell |
-2,326
| Closed | -$758K | – | 277 |
|
|
2019
Q4 | $758K | Sell |
2,326
-46
| -2% | -$15K | 0.14% | 150 |
|
|
2019
Q3 | $902K | Buy |
2,372
+13
| +0.6% | +$4.94K | 0.19% | 131 |
|
|
2019
Q2 | $859K | Sell |
2,359
-2,333
| -50% | -$850K | 0.18% | 143 |
|
|
2019
Q1 | $1.79M | Buy |
4,692
+1,060
| +29% | +$404K | 0.39% | 78 |
|
|
2018
Q4 | $1.17M | Sell |
3,632
-1,580
| -30% | -$509K | 0.32% | 88 |
|
|
2018
Q3 | $1.94M | Buy |
5,212
+28
| +0.5% | +$10.4K | 0.4% | 65 |
|
|
2018
Q2 | $1.74M | Buy |
5,184
+493
| +11% | +$165K | 0.41% | 63 |
|
|
2018
Q1 | $1.54M | Buy |
4,691
+1,030
| +28% | +$338K | 0.37% | 76 |
|
|
2017
Q4 | $1.08M | Sell |
3,661
-13
| -0.4% | -$3.84K | 0.25% | 110 |
|
|
2017
Q3 | $934K | Buy |
3,674
+21
| +0.6% | +$5.34K | 0.24% | 116 |
|
|
2017
Q2 | $722K | Buy |
3,653
+48
| +1% | +$9.49K | 0.19% | 135 |
|
|
2017
Q1 | $638K | Buy |
+3,605
| New | +$638K | 0.17% | 157 |
|