TLW Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-12,176
| Closed | -$3.97M | – | 21 |
|
|
2019
Q4 | $3.97M | Buy |
12,176
+3,808
| +46% | +$1.24M | 3.44% | 14 |
|
|
2019
Q3 | $3.18M | Buy |
8,368
+167
| +2% | +$63.5K | 2.98% | 17 |
|
|
2019
Q2 | $2.99M | Buy |
+8,201
| New | +$2.99M | 2.91% | 17 |
|
|
2019
Q1 | – | Sell |
-1,658
| Closed | -$535K | – | 25 |
|
|
2018
Q4 | $535K | Buy |
+1,658
| New | +$535K | 0.55% | 9 |
|