SFPG
Stonebridge Financial Planning Group’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,149
| Closed | -$209K | – | 159 |
|
|
2024
Q2 | $209K | Buy |
+1,149
| New | +$209K | 0.11% | 152 |
|
|
2024
Q1 | – | Sell |
-965
| Closed | -$252K | – | 152 |
|
|
2023
Q4 | $252K | Buy |
+965
| New | +$252K | 0.14% | 129 |
|
|
2022
Q1 | – | Sell |
-435
| Closed | -$83K | – | 135 |
|
|
2021
Q4 | $83K | Sell |
435
-74
| -15% | -$14.1K | 0.04% | 180 |
|
|
2021
Q3 | $109K | Sell |
509
-150
| -23% | -$32.1K | 0.05% | 155 |
|
|
2021
Q2 | $157K | Sell |
659
-20
| -3% | -$4.77K | 0.08% | 132 |
|
|
2021
Q1 | $169K | Sell |
679
-163
| -19% | -$40.6K | 0.1% | 120 |
|
|
2020
Q4 | $180K | Buy |
842
+50
| +6% | +$10.7K | 0.11% | 111 |
|
|
2020
Q3 | $133K | Sell |
792
-333
| -30% | -$55.9K | 0.1% | 114 |
|
|
2020
Q2 | $203K | Buy |
1,125
+260
| +30% | +$46.9K | 0.17% | 86 |
|
|
2020
Q1 | $127K | Buy |
865
+250
| +41% | +$36.7K | 0.13% | 106 |
|
|
2019
Q4 | $200K | Buy |
+615
| New | +$200K | 0.18% | 87 |
|