Sweet Financial Partners’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.57M | Sell |
10,341
-10
| -0.1% | -$1.52K | 0.34% | 65 |
|
|
2024
Q2 | $1.88M | Buy |
10,351
+2,445
| +31% | +$445K | 0.43% | 52 |
|
|
2024
Q1 | $1.53M | Buy |
7,906
+365
| +5% | +$70.4K | 0.35% | 64 |
|
|
2023
Q4 | $1.97M | Sell |
7,541
-232
| -3% | -$60.5K | 0.47% | 46 |
|
|
2023
Q3 | $1.49M | Buy |
+7,773
| New | +$1.49M | 0.39% | 55 |
|
|
2023
Q2 | – | Sell |
-7,806
| Closed | -$1.66M | – | 176 |
|
|
2023
Q1 | $1.66M | Sell |
7,806
-610
| -7% | -$130K | 0.46% | 37 |
|
|
2022
Q4 | $1.6M | Buy |
8,416
+1,056
| +14% | +$201K | 0.47% | 30 |
|
|
2022
Q3 | $891K | Buy |
7,360
+441
| +6% | +$53.4K | 0.28% | 53 |
|
|
2022
Q2 | $946K | Buy |
6,919
+1,786
| +35% | +$244K | 0.3% | 47 |
|
|
2022
Q1 | $983K | Buy |
5,133
+501
| +11% | +$95.9K | 0.26% | 48 |
|
|
2021
Q4 | $933K | Buy |
+4,632
| New | +$933K | 0.39% | 36 |
|