Walled Lake Planning & Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-670
| Closed | -$147K | – | 124 |
|
|
2021
Q3 | $147K | Hold |
670
| – | – | 0.09% | 92 |
|
|
2021
Q2 | $161K | Hold |
670
| – | – | 0.1% | 85 |
|
|
2021
Q1 | $171K | Buy |
670
+470
| +235% | +$120K | 0.12% | 79 |
|
|
2020
Q4 | $43K | Hold |
200
| – | – | 0.03% | 142 |
|
|
2020
Q3 | $33K | Hold |
200
| – | – | 0.03% | 149 |
|
|
2020
Q2 | $37K | Sell |
200
-583
| -74% | -$108K | 0.03% | 124 |
|
|
2020
Q1 | $117K | Buy |
783
+49
| +7% | +$7.32K | 0.11% | 77 |
|
|
2019
Q4 | $239K | Buy |
+734
| New | +$239K | 0.17% | 57 |
|