SDAM
Shulman DeMeo Asset Management’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Buy |
+1,158
| New | +$243K | 0.06% | 101 |
|
|
2025
Q1 | – | Sell |
-1,351
| Closed | -$239K | – | 117 |
|
|
2024
Q4 | $239K | Hold |
1,351
| – | – | 0.06% | 104 |
|
|
2024
Q3 | $215K | Hold |
1,351
| – | – | 0.05% | 120 |
|
|
2024
Q2 | $246K | Sell |
1,351
-58
| -4% | -$10.6K | 0.06% | 110 |
|
|
2024
Q1 | $272K | Hold |
1,409
| – | – | 0.07% | 106 |
|
|
2023
Q4 | $367K | Hold |
1,409
| – | – | 0.1% | 84 |
|
|
2023
Q3 | $270K | Hold |
1,409
| – | – | 0.09% | 100 |
|
|
2023
Q2 | $298K | Hold |
1,409
| – | – | 0.09% | 98 |
|
|
2023
Q1 | $299K | Hold |
1,409
| – | – | 0.09% | 99 |
|
|
2022
Q4 | $268K | Buy |
+1,409
| New | +$268K | 0.09% | 105 |
|
|
2022
Q2 | – | Sell |
-1,361
| Closed | -$261K | – | 138 |
|
|
2022
Q1 | $261K | Hold |
1,361
| – | – | 0.07% | 116 |
|
|
2021
Q4 | $274K | Hold |
1,361
| – | – | 0.07% | 116 |
|
|
2021
Q3 | $299K | Buy |
+1,361
| New | +$299K | 0.26% | 63 |
|
|
2021
Q2 | – | Sell |
-1,361
| Closed | -$347K | – | 71 |
|
|
2021
Q1 | $347K | Sell |
1,361
-91
| -6% | -$23.2K | 0.09% | 99 |
|
|
2020
Q4 | $311K | Sell |
1,452
-57
| -4% | -$12.2K | 0.09% | 104 |
|
|
2020
Q3 | $249K | Hold |
1,509
| – | – | 0.08% | 95 |
|
|
2020
Q2 | $277K | Sell |
1,509
-40
| -3% | -$7.34K | 0.11% | 90 |
|
|
2020
Q1 | $231K | Sell |
1,549
-544
| -26% | -$81.1K | 0.11% | 81 |
|
|
2019
Q4 | $682K | Buy |
2,093
+1
| +0% | +$326 | 0.24% | 44 |
|
|
2019
Q3 | $796K | Buy |
2,092
+1
| +0% | +$380 | 0.27% | 43 |
|
|
2019
Q2 | $761K | Buy |
2,091
+1
| +0% | +$364 | 0.28% | 38 |
|
|
2019
Q1 | $797K | Sell |
2,090
-32
| -2% | -$12.2K | 0.3% | 38 |
|
|
2018
Q4 | $684K | Buy |
+2,122
| New | +$684K | 0.38% | 24 |
|