Smith & Howard Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,478
| Closed | -$292K | – | 45 |
|
|
2017
Q2 | $292K | Buy |
+1,478
| New | +$292K | 0.14% | 40 |
|
|
2014
Q1 | – | Sell |
-1,210
| Closed | -$165K | – | 53 |
|
|
2013
Q4 | $165K | Hold |
1,210
| – | – | 0.09% | 45 |
|
|
2013
Q3 | $142K | Hold |
1,210
| – | – | 0.08% | 41 |
|
|
2013
Q2 | $124K | Buy |
+1,210
| New | +$124K | 0.08% | 45 |
|