Strategic Family Wealth Counselors’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 |
-1,236
| Closed | -$322K | – | 119 |
|
|
2023
Q4 | $322K | Buy |
1,236
+1
| +0.1% | +$261 | 0.14% | 82 |
|
|
2023
Q3 | $237K | Hold |
1,235
| – | – | 0.11% | 91 |
|
|
2023
Q2 | $261K | Hold |
1,235
| – | – | 0.12% | 87 |
|
|
2023
Q1 | $262K | Buy |
+1,235
| New | +$262K | 0.12% | 85 |
|
|
2021
Q4 | – | Sell |
-1,051
| Closed | -$231K | – | 105 |
|
|
2021
Q3 | $231K | Hold |
1,051
| – | – | 0.08% | 82 |
|
|
2021
Q2 | $252K | Hold |
1,051
| – | – | 0.08% | 71 |
|
|
2021
Q1 | $268K | Buy |
1,051
+33
| +3% | +$8.42K | 0.1% | 65 |
|
|
2020
Q4 | $218K | Buy |
+1,018
| New | +$218K | 0.11% | 74 |
|
|
2020
Q1 | – | Sell |
-800
| Closed | -$261K | – | 73 |
|
|
2019
Q4 | $261K | Hold |
800
| – | – | 0.21% | 55 |
|
|
2019
Q3 | $304K | Buy |
800
+200
| +33% | +$76K | 0.23% | 51 |
|
|
2019
Q2 | $218K | Hold |
600
| – | – | 0.17% | 59 |
|
|
2019
Q1 | $229K | Buy |
+600
| New | +$229K | 0.19% | 56 |
|