Sugarloaf 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
Q4 | $68.7K | Sell |
388
-135
| -26% | -$23.9K | 0.01% | 263 |
|
|
2024
Q3 | $79.5K | Sell |
523
-15
| -3% | -$2.28K | 0.02% | 258 |
|
|
2024
Q2 | $97.9K | Hold |
538
| – | – | 0.02% | 231 |
|
|
2024
Q1 | $104K | Hold |
538
| – | – | 0.02% | 225 |
|
|
2023
Q4 | $140K | Hold |
538
| – | – | 0.03% | 188 |
|
|
2023
Q3 | $103K | Hold |
538
| – | – | 0.03% | 209 |
|
|
2023
Q2 | $114K | Sell |
538
-265
| -33% | -$56K | 0.03% | 196 |
|
|
2023
Q1 | $171K | Sell |
803
-170
| -17% | -$36.2K | 0.04% | 147 |
|
|
2022
Q4 | $185K | Sell |
973
-2
| -0.2% | -$381 | 0.05% | 131 |
|
|
2022
Q3 | $119K | Hold |
975
| – | – | 0.03% | 181 |
|
|
2022
Q2 | $133K | Buy |
+975
| New | +$133K | 0.03% | 157 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 706 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 738 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 747 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 742 |
|
|
2021
Q1 | – | Sell |
-660
| Closed | -$141K | – | 739 |
|
|
2020
Q4 | $141K | Sell |
660
-112
| -15% | -$23.9K | 0.05% | 141 |
|
|
2020
Q3 | $128K | Sell |
772
-93
| -11% | -$15.4K | 0.05% | 141 |
|
|
2020
Q2 | $159K | Sell |
865
-794
| -48% | -$146K | 0.06% | 125 |
|
|
2020
Q1 | $247K | Buy |
1,659
+260
| +19% | +$38.7K | 0.11% | 91 |
|
|
2019
Q4 | $456K | Buy |
+1,399
| New | +$456K | 0.19% | 78 |
|