Traverso Chambers Private 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
Q4 | $507K | Hold |
1,946
| – | – | 0.12% | 74 |
|
|
2023
Q3 | $373K | Sell |
1,946
-30
| -2% | -$5.75K | 0.1% | 82 |
|
|
2023
Q2 | $417K | Sell |
1,976
-17
| -0.9% | -$3.59K | 0.11% | 75 |
|
|
2023
Q1 | $423K | Hold |
1,993
| – | – | 0.12% | 76 |
|
|
2022
Q4 | $380K | Hold |
1,993
| – | – | 0.11% | 79 |
|
|
2022
Q3 | $241K | Hold |
1,993
| – | – | 0.07% | 100 |
|
|
2022
Q2 | $272K | Buy |
1,993
+25
| +1% | +$3.41K | 0.09% | 93 |
|
|
2022
Q1 | $377K | Buy |
1,968
+7
| +0.4% | +$1.34K | 0.11% | 79 |
|
|
2021
Q4 | $395K | Buy |
1,961
+150
| +8% | +$30.2K | 0.12% | 77 |
|
|
2021
Q3 | $398K | Hold |
1,811
| – | – | 0.12% | 77 |
|
|
2021
Q2 | $434K | Hold |
1,811
| – | – | 0.14% | 74 |
|
|
2021
Q1 | $461K | Buy |
1,811
+100
| +6% | +$25.5K | 0.16% | 68 |
|
|
2020
Q4 | $366K | Buy |
1,711
+30
| +2% | +$6.42K | 0.13% | 77 |
|
|
2020
Q3 | $278K | Buy |
1,681
+210
| +14% | +$34.7K | 0.11% | 82 |
|
|
2020
Q2 | $270K | Buy |
+1,471
| New | +$270K | 0.11% | 77 |
|
|
2020
Q1 | – | Sell |
-1,348
| Closed | -$439K | – | 98 |
|
|
2019
Q4 | $439K | Hold |
1,348
| – | – | 0.19% | 59 |
|
|
2019
Q3 | $513K | Hold |
1,348
| – | – | 0.25% | 52 |
|
|
2019
Q2 | $477K | Hold |
1,348
| – | – | 0.23% | 55 |
|
|
2019
Q1 | $514K | Hold |
1,348
| – | – | 0.25% | 52 |
|
|
2018
Q4 | $435K | Buy |
+1,348
| New | +$435K | 0.24% | 54 |
|