Smallwood Wealth Investment Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $256K | Sell |
1,502
-146
| -9% | -$24.9K | 0.16% | 66 |
|
|
2024
Q4 | $292K | Sell |
1,648
-178
| -10% | -$31.5K | 0.2% | 61 |
|
|
2024
Q3 | $278K | Buy |
1,826
+567
| +45% | +$86.2K | 0.2% | 59 |
|
|
2024
Q2 | $229K | Sell |
1,259
-302
| -19% | -$55K | 0.18% | 61 |
|
|
2024
Q1 | $301K | Hold |
1,561
| – | – | 0.23% | 57 |
|
|
2023
Q4 | $407K | Buy |
1,561
+100
| +7% | +$26.1K | 0.34% | 42 |
|
|
2023
Q3 | $280K | Buy |
1,461
+200
| +16% | +$38.3K | 0.25% | 53 |
|
|
2023
Q2 | $266K | Hold |
1,261
| – | – | 0.24% | 54 |
|
|
2023
Q1 | $268K | Sell |
1,261
-3,150
| -71% | -$669K | 0.25% | 52 |
|
|
2022
Q4 | $840K | Sell |
4,411
-650
| -13% | -$124K | 0.71% | 28 |
|
|
2022
Q3 | $613K | Sell |
5,061
-600
| -11% | -$72.7K | 0.55% | 36 |
|
|
2022
Q2 | $774K | Buy |
5,661
+4,400
| +349% | +$602K | 0.78% | 24 |
|
|
2022
Q1 | $241K | Hold |
1,261
| – | – | 0.23% | 47 |
|
|
2021
Q4 | $254K | Buy |
+1,261
| New | +$254K | 0.24% | 47 |
|