Towercrest Capital Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-1,255
| Closed | -$222K | – | 89 |
|
2024
Q4 | $222K | Buy |
+1,255
| New | +$222K | 0.04% | 97 |
|
2024
Q3 | – | Sell |
-1,357
| Closed | -$247K | – | 102 |
|
2024
Q2 | $247K | Hold |
1,357
| – | – | 0.04% | 100 |
|
2024
Q1 | $262K | Buy |
1,357
+67
| +5% | +$12.9K | 0.04% | 91 |
|
2023
Q4 | $336K | Buy |
1,290
+9
| +0.7% | +$2.35K | 0.06% | 84 |
|
2023
Q3 | $246K | Buy |
1,281
+40
| +3% | +$7.67K | 0.05% | 93 |
|
2023
Q2 | $262K | Buy |
1,241
+6
| +0.5% | +$1.27K | 0.05% | 92 |
|
2023
Q1 | $262K | Sell |
1,235
-10
| -0.8% | -$2.12K | 0.05% | 84 |
|
2022
Q4 | $237K | Buy |
+1,245
| New | +$237K | 0.05% | 85 |
|
2022
Q2 | – | Sell |
-1,235
| Closed | -$237K | – | 92 |
|
2022
Q1 | $237K | Hold |
1,235
| – | – | 0.05% | 88 |
|
2021
Q4 | $249K | Hold |
1,235
| – | – | 0.05% | 84 |
|
2021
Q3 | $272K | Buy |
1,235
+5
| +0.4% | +$1.1K | 0.05% | 80 |
|
2021
Q2 | $295K | Hold |
1,230
| – | – | 0.06% | 72 |
|
2021
Q1 | $313K | Hold |
1,230
| – | – | 0.07% | 68 |
|
2020
Q4 | $263K | Hold |
1,230
| – | – | 0.06% | 76 |
|
2020
Q3 | $203K | Hold |
1,230
| – | – | 0.05% | 79 |
|
2020
Q2 | $225K | Sell |
1,230
-582
| -32% | -$106K | 0.06% | 72 |
|
2020
Q1 | $270K | Buy |
1,812
+680
| +60% | +$101K | 0.08% | 67 |
|
2019
Q4 | $369K | Hold |
1,132
| – | – | 0.09% | 59 |
|
2019
Q3 | $431K | Sell |
1,132
-249
| -18% | -$94.8K | 0.12% | 53 |
|
2019
Q2 | $502K | Buy |
1,381
+150
| +12% | +$54.5K | 0.14% | 52 |
|
2019
Q1 | $469K | Buy |
1,231
+16
| +1% | +$6.1K | 0.14% | 51 |
|
2018
Q4 | $392K | Sell |
1,215
-75
| -6% | -$24.2K | 0.13% | 54 |
|
2018
Q3 | $480K | Hold |
1,290
| – | – | 0.14% | 56 |
|
2018
Q2 | $433K | Buy |
1,290
+324
| +34% | +$109K | 0.14% | 62 |
|
2018
Q1 | $317K | Hold |
966
| – | – | 0.22% | 28 |
|
2017
Q4 | $285K | Buy |
966
+2
| +0.2% | +$590 | 0.21% | 23 |
|
2017
Q3 | $245K | Buy |
+964
| New | +$245K | 0.19% | 25 |
|