TMD Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,165
| Closed | -$247K | – | 53 |
|
|
2023
Q1 | $247K | Buy |
+1,165
| New | +$247K | 0.07% | 42 |
|
|
2022
Q2 | – | Sell |
-1,115
| Closed | -$214K | – | 42 |
|
|
2022
Q1 | $214K | Sell |
1,115
-100
| -8% | -$19.2K | 0.08% | 43 |
|
|
2021
Q4 | $245K | Sell |
1,215
-121
| -9% | -$24.4K | 0.09% | 44 |
|
|
2021
Q3 | $294K | Hold |
1,336
| – | – | 0.12% | 35 |
|
|
2021
Q2 | $320K | Hold |
1,336
| – | – | 0.14% | 33 |
|
|
2021
Q1 | $340K | Sell |
1,336
-300
| -18% | -$76.3K | 0.16% | 31 |
|
|
2020
Q4 | $350K | Buy |
+1,636
| New | +$350K | 0.2% | 28 |
|