WESPAC Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,050
| Closed | -$203K | – | 148 |
|
|
2024
Q1 | $203K | Hold |
1,050
| – | – | 0.12% | 162 |
|
|
2023
Q4 | $274K | Sell |
1,050
-36
| -3% | -$9.38K | 0.19% | 123 |
|
|
2023
Q3 | $208K | Hold |
1,086
| – | – | 0.16% | 133 |
|
|
2023
Q2 | $229K | Buy |
+1,086
| New | +$229K | 0.18% | 113 |
|
|
2022
Q1 | – | Sell |
-1,850
| Closed | -$372K | – | 102 |
|
|
2021
Q4 | $372K | Hold |
1,850
| – | – | 0.25% | 118 |
|
|
2021
Q3 | $407K | Buy |
1,850
+975
| +111% | +$215K | 0.25% | 118 |
|
|
2021
Q2 | $210K | Sell |
875
-685
| -44% | -$164K | 0.4% | 94 |
|
|
2021
Q1 | $397K | Buy |
1,560
+400
| +34% | +$102K | 0.3% | 96 |
|
|
2020
Q4 | $248K | Buy |
+1,160
| New | +$248K | 0.19% | 124 |
|
|
2019
Q4 | – | Sell |
-1,098
| Closed | -$418K | – | 99 |
|
|
2019
Q3 | $418K | Buy |
+1,098
| New | +$418K | 0.42% | 68 |
|
|
2019
Q1 | – | Sell |
-1,738
| Closed | -$561K | – | 128 |
|
|
2018
Q4 | $561K | Sell |
1,738
-356
| -17% | -$115K | 0.54% | 55 |
|
|
2018
Q3 | $779K | Buy |
2,094
+758
| +57% | +$282K | 0.45% | 71 |
|
|
2018
Q2 | $448K | Sell |
1,336
-713
| -35% | -$239K | 0.46% | 77 |
|
|
2018
Q1 | $672K | Buy |
+2,049
| New | +$672K | 0.41% | 81 |
|
|
2014
Q3 | – | Sell |
-3,053
| Closed | -$388K | – | 131 |
|
|
2014
Q2 | $388K | Sell |
3,053
-677
| -18% | -$86K | 0.44% | 83 |
|
|
2014
Q1 | $468K | Buy |
+3,730
| New | +$468K | 0.41% | 92 |
|