WMA
Wealth Management Associates’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,105
| Closed | -$201K | – | 210 |
|
|
2024
Q2 | $201K | Hold |
1,105
| – | – | 0.09% | 193 |
|
|
2024
Q1 | $201K | Buy |
1,105
+174
| +19% | +$31.7K | 0.09% | 193 |
|
|
2023
Q4 | $243K | Sell |
931
-121
| -12% | -$31.5K | 0.13% | 167 |
|
|
2023
Q3 | $202K | Hold |
1,052
| – | – | 0.12% | 177 |
|
|
2023
Q2 | $222K | Hold |
1,052
| – | – | 0.13% | 170 |
|
|
2023
Q1 | $224K | Sell |
1,052
-60
| -5% | -$12.7K | 0.14% | 169 |
|
|
2022
Q4 | $212K | Buy |
+1,112
| New | +$212K | 0.14% | 169 |
|
|
2022
Q2 | – | Sell |
-1,272
| Closed | -$244K | – | 178 |
|
|
2022
Q1 | $244K | Sell |
1,272
-75
| -6% | -$14.4K | 0.14% | 169 |
|
|
2021
Q4 | $271K | Buy |
1,347
+45
| +3% | +$9.06K | 0.15% | 159 |
|
|
2021
Q3 | $286K | Sell |
1,302
-225
| -15% | -$49.5K | 0.17% | 140 |
|
|
2021
Q2 | $366K | Hold |
1,527
| – | – | 0.21% | 127 |
|
|
2021
Q1 | $389K | Sell |
1,527
-125
| -8% | -$31.8K | 0.25% | 106 |
|
|
2020
Q4 | $354K | Buy |
+1,652
| New | +$354K | 0.23% | 113 |
|
|
2020
Q3 | – | Sell |
-1,152
| Closed | -$211K | – | 158 |
|
|
2020
Q2 | $211K | Sell |
1,152
-605
| -34% | -$111K | 0.18% | 135 |
|
|
2020
Q1 | $262K | Buy |
1,757
+233
| +15% | +$34.7K | 0.26% | 92 |
|
|
2019
Q4 | $497K | Buy |
1,524
+51
| +3% | +$16.6K | 0.36% | 69 |
|
|
2019
Q3 | $560K | Buy |
1,473
+811
| +123% | +$309K | 0.45% | 52 |
|
|
2019
Q2 | $241K | Sell |
662
-39
| -6% | -$14.2K | 0.24% | 82 |
|
|
2019
Q1 | $267K | Buy |
+701
| New | +$267K | 0.29% | 77 |
|