Wagner Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-305
| Closed | -$37K | – | 270 |
|
|
2022
Q3 | $37K | Buy |
305
+147
| +93% | +$17.8K | 0.03% | 235 |
|
|
2022
Q2 | $22K | Buy |
+158
| New | +$22K | 0.02% | 312 |
|
|
2022
Q1 | – | Sell |
-151
| Closed | -$30K | – | 239 |
|
|
2021
Q4 | $30K | Sell |
151
-227
| -60% | -$45.1K | 0.02% | 324 |
|
|
2021
Q3 | $78K | Sell |
378
-102
| -21% | -$21K | 0.06% | 191 |
|
|
2021
Q2 | $115K | Hold |
480
| – | – | 0.08% | 166 |
|
|
2021
Q1 | $122K | Buy |
+480
| New | +$122K | 0.1% | 150 |
|
|
2018
Q3 | $17K | Sell |
45
-32
| -42% | -$12.1K | 0.01% | 360 |
|
|
2018
Q2 | $26K | Sell |
77
-15
| -16% | -$5.07K | 0.02% | 291 |
|
|
2018
Q1 | $30K | Sell |
92
-14
| -13% | -$4.57K | 0.02% | 258 |
|
|
2017
Q4 | $35K | Buy |
+106
| New | +$35K | 0.03% | 242 |
|