Wealth Management Partners’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,695
| Closed | -$309K | – | 112 |
|
|
2024
Q2 | $309K | Sell |
1,695
-232
| -12% | -$42.2K | 0.15% | 82 |
|
|
2024
Q1 | $372K | Buy |
+1,927
| New | +$372K | 0.19% | 82 |
|
|
2023
Q1 | – | Sell |
-1,000
| Closed | -$231K | – | 113 |
|
|
2022
Q4 | $231K | Buy |
+1,000
| New | +$231K | 0.19% | 88 |
|
|
2022
Q2 | – | Sell |
-1,000
| Closed | -$283K | – | 94 |
|
|
2022
Q1 | $283K | Sell |
1,000
-1,000
| -50% | -$283K | 0.2% | 91 |
|
|
2021
Q4 | $328K | Buy |
2,000
+323
| +19% | +$53K | 0.23% | 85 |
|
|
2021
Q3 | $369K | Buy |
1,677
+125
| +8% | +$27.5K | 0.27% | 74 |
|
|
2021
Q2 | $372K | Buy |
1,552
+170
| +12% | +$40.7K | 0.26% | 79 |
|
|
2021
Q1 | $349K | Hold |
1,382
| – | – | 0.26% | 79 |
|
|
2020
Q4 | $279K | Buy |
+1,382
| New | +$279K | 0.22% | 95 |
|