Soundmark 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
Q2 | – | Sell |
-4,205
| Closed | -$811K | – | 7 |
|
|
2024
Q1 | $811K | Sell |
4,205
-141
| -3% | -$27.2K | 0.36% | 40 |
|
|
2023
Q4 | $1.13M | Hold |
4,346
| – | – | 0.56% | 34 |
|
|
2023
Q3 | $833K | Sell |
4,346
-400
| -8% | -$76.7K | 0.46% | 37 |
|
|
2023
Q2 | $1M | Hold |
4,746
| – | – | 0.56% | 34 |
|
|
2023
Q1 | $1.01M | Sell |
4,746
-10
| -0.2% | -$2.12K | 0.6% | 34 |
|
|
2022
Q4 | $906K | Hold |
4,756
| – | – | 0.58% | 35 |
|
|
2022
Q3 | $576K | Hold |
4,756
| – | – | 0.4% | 39 |
|
|
2022
Q2 | $650K | Buy |
4,756
+2,386
| +101% | +$326K | 0.46% | 34 |
|
|
2022
Q1 | $454K | Sell |
2,370
-22
| -0.9% | -$4.21K | 0.32% | 40 |
|
|
2021
Q4 | $482K | Sell |
2,392
-535
| -18% | -$108K | 0.33% | 40 |
|
|
2021
Q3 | $644K | Sell |
2,927
-195
| -6% | -$42.9K | 0.23% | 41 |
|
|
2021
Q2 | $736K | Sell |
3,122
-107
| -3% | -$25.2K | 0.3% | 35 |
|
|
2021
Q1 | $824K | Buy |
3,229
+592
| +22% | +$151K | 0.45% | 34 |
|
|
2020
Q4 | $564K | Buy |
+2,637
| New | +$564K | 0.36% | 33 |
|