TruWealth Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-32,915
| Closed | -$8.58M | – | 165 |
|
|
2023
Q4 | $8.58M | Buy |
32,915
+559
| +2% | +$146K | 0.66% | 44 |
|
|
2023
Q3 | $6.2M | Sell |
32,356
-164
| -0.5% | -$31.4K | 0.53% | 49 |
|
|
2023
Q2 | $6.87M | Sell |
32,520
-975
| -3% | -$206K | 0.59% | 44 |
|
|
2023
Q1 | $7.12M | Buy |
33,495
+772
| +2% | +$164K | 0.65% | 44 |
|
|
2022
Q4 | $6.23M | Buy |
32,723
+3,903
| +14% | +$743K | 0.61% | 45 |
|
|
2022
Q3 | $3.49M | Buy |
28,820
+2,568
| +10% | +$311K | 0.37% | 49 |
|
|
2022
Q2 | $3.59M | Buy |
26,252
+3,627
| +16% | +$496K | 0.38% | 43 |
|
|
2022
Q1 | $4.33M | Buy |
22,625
+14,004
| +162% | +$2.68M | 0.45% | 41 |
|
|
2021
Q4 | $1.74M | Buy |
8,621
+487
| +6% | +$98.1K | 0.18% | 53 |
|
|
2021
Q3 | $1.79M | Buy |
8,134
+524
| +7% | +$115K | 0.2% | 52 |
|
|
2021
Q2 | $1.82M | Buy |
7,610
+389
| +5% | +$93.2K | 0.21% | 47 |
|
|
2021
Q1 | $1.84M | Sell |
7,221
-8
| -0.1% | -$2.04K | 0.25% | 40 |
|
|
2020
Q4 | $1.55M | Buy |
+7,229
| New | +$1.55M | 0.23% | 42 |
|