Strategic Wealth Management Group’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $308K | Sell |
1,286
-45
| -3% | -$10.8K | 0.11% | 96 |
|
|
2021
Q1 | $339K | Buy |
1,331
+16
| +1% | +$4.08K | 0.13% | 94 |
|
|
2020
Q4 | $282K | Hold |
1,315
| – | – | 0.12% | 96 |
|
|
2020
Q3 | $217K | Buy |
1,315
+57
| +5% | +$9.41K | 0.11% | 107 |
|
|
2020
Q2 | $231K | Buy |
+1,258
| New | +$231K | 0.14% | 84 |
|
|
2020
Q1 | – | Sell |
-1,435
| Closed | -$467K | – | 88 |
|
|
2019
Q4 | $467K | Sell |
1,435
-65
| -4% | -$21.2K | 0.3% | 48 |
|
|
2019
Q3 | $571K | Buy |
1,500
+24
| +2% | +$9.14K | 0.41% | 36 |
|
|
2019
Q2 | $537K | Sell |
1,476
-91
| -6% | -$33.1K | 0.41% | 37 |
|
|
2019
Q1 | $598K | Sell |
1,567
-83
| -5% | -$31.7K | 0.49% | 36 |
|
|
2018
Q4 | $532K | Buy |
+1,650
| New | +$532K | 0.51% | 36 |
|