Wambolt & Associates’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 |
-1,168
| Closed | -$304K | – | 220 |
|
|
2023
Q4 | $304K | Sell |
1,168
-35
| -3% | -$9.12K | 0.1% | 197 |
|
|
2023
Q3 | $226K | Buy |
1,203
+154
| +15% | +$28.9K | 0.08% | 221 |
|
|
2023
Q2 | $222K | Buy |
1,049
+28
| +3% | +$5.91K | 0.08% | 228 |
|
|
2023
Q1 | $220K | Buy |
+1,021
| New | +$220K | 0.08% | 244 |
|
|
2022
Q1 | – | Sell |
-995
| Closed | -$200K | – | 238 |
|
|
2021
Q4 | $200K | Buy |
995
+25
| +3% | +$5.03K | 0.07% | 236 |
|
|
2021
Q3 | $219K | Sell |
970
-1
| -0.1% | -$226 | 0.09% | 227 |
|
|
2021
Q2 | $233K | Buy |
+971
| New | +$233K | 0.1% | 224 |
|