TWM
Torch Wealth Management’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $328K | Buy |
1,007
+1
| +0.1% | +$326 | 0.18% | 87 |
|
|
2019
Q3 | $383K | Buy |
1,006
+2
| +0.2% | +$761 | 0.23% | 78 |
|
|
2019
Q2 | $366K | Buy |
1,004
+2
| +0.2% | +$729 | 0.22% | 80 |
|
|
2019
Q1 | $383K | Hold |
1,002
| – | – | 0.24% | 78 |
|
|
2018
Q4 | $323K | Buy |
1,002
+2
| +0.2% | +$645 | 0.23% | 78 |
|
|
2018
Q3 | $372K | Buy |
1,000
+101
| +11% | +$37.6K | 0.22% | 82 |
|
|
2018
Q2 | $302K | Buy |
899
+1
| +0.1% | +$336 | 0.19% | 86 |
|
|
2018
Q1 | $294K | Buy |
898
+2
| +0.2% | +$655 | 0.19% | 88 |
|
|
2017
Q4 | $264K | Buy |
+896
| New | +$264K | 0.16% | 96 |
|
|
2014
Q3 | – | Sell |
-724
| Closed | -$92K | – | 113 |
|
|
2014
Q2 | $92K | Buy |
724
+1
| +0.1% | +$127 | 0.06% | 126 |
|
|
2014
Q1 | $91K | Buy |
723
+1
| +0.1% | +$126 | 0.07% | 118 |
|
|
2013
Q4 | $99K | Buy |
+722
| New | +$99K | 0.08% | 110 |
|