SkyOak Wealth’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 |
-966
| Closed | -$252K | – | 252 |
|
|
2023
Q4 | $252K | Buy |
+966
| New | +$252K | 0.07% | 203 |
|
|
2023
Q3 | – | Sell |
-966
| Closed | -$204K | – | 239 |
|
|
2023
Q2 | $204K | Hold |
966
| – | – | 0.06% | 219 |
|
|
2023
Q1 | $205K | Buy |
+966
| New | +$205K | 0.06% | 227 |
|
|
2022
Q3 | – | Sell |
-1,492
| Closed | -$204K | – | 222 |
|
|
2022
Q2 | $204K | Sell |
1,492
-700
| -32% | -$95.7K | 0.07% | 189 |
|
|
2022
Q1 | $420K | Sell |
2,192
-60
| -3% | -$11.5K | 0.12% | 143 |
|
|
2021
Q4 | $453K | Buy |
2,252
+300
| +15% | +$60.3K | 0.12% | 140 |
|
|
2021
Q3 | $429K | Hold |
1,952
| – | – | 0.12% | 142 |
|
|
2021
Q2 | $468K | Buy |
1,952
+500
| +34% | +$120K | 0.13% | 135 |
|
|
2021
Q1 | $342K | Sell |
1,452
-10
| -0.7% | -$2.36K | 0.1% | 153 |
|
|
2020
Q4 | $313K | Sell |
1,462
-8
| -0.5% | -$1.71K | 0.1% | 158 |
|
|
2020
Q3 | $243K | Sell |
1,470
-74
| -5% | -$12.2K | 0.09% | 170 |
|
|
2020
Q2 | $283K | Buy |
1,544
+18
| +1% | +$3.3K | 0.1% | 193 |
|
|
2020
Q1 | $228K | Buy |
+1,526
| New | +$228K | 0.12% | 183 |
|