TFO Wealth Partners’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1
| Closed | -$193 | – | 127 |
|
|
2024
Q1 | $193 | Hold |
1
| – | – | ﹤0.01% | 497 |
|
|
2023
Q4 | $261 | Sell |
1
-3
| -75% | -$783 | ﹤0.01% | 561 |
|
|
2023
Q3 | $845 | Buy |
4
+3
| +300% | +$634 | ﹤0.01% | 322 |
|
|
2023
Q2 | $211 | Hold |
1
| – | – | ﹤0.01% | 487 |
|
|
2023
Q1 | $212 | Hold |
1
| – | – | ﹤0.01% | 457 |
|
|
2022
Q4 | $20 | Sell |
1
-124
| -99% | -$2.48K | ﹤0.01% | 909 |
|
|
2022
Q3 | $15K | Buy |
125
+120
| +2,400% | +$14.4K | ﹤0.01% | 76 |
|
|
2022
Q2 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 379 |
|
|
2021
Q4 | – | Sell |
-929
| Closed | -$204K | – | 137 |
|
|
2021
Q3 | $204K | Buy |
+929
| New | +$204K | 0.04% | 38 |
|
|
2021
Q2 | – | Sell |
-465
| Closed | -$118K | – | 112 |
|
|
2021
Q1 | $118K | Buy |
465
+279
| +150% | +$70.8K | 0.04% | 49 |
|
|
2020
Q4 | $40K | Buy |
+186
| New | +$40K | 0.01% | 55 |
|
|
2020
Q3 | – | Sell |
-65
| Closed | -$12K | – | 156 |
|
|
2020
Q2 | $12K | Buy |
65
+40
| +160% | +$7.39K | ﹤0.01% | 80 |
|
|
2020
Q1 | $3K | Buy |
+25
| New | +$3K | ﹤0.01% | 110 |
|