Western Pacific Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-200
| Closed | -$30.4K | – | 214 |
|
2024
Q3 | $30.4K | Sell |
200
-95
| -32% | -$14.4K | 0.02% | 181 |
|
2024
Q2 | $53.7K | Hold |
295
| – | – | 0.04% | 138 |
|
2024
Q1 | $56.9K | Hold |
295
| – | – | 0.04% | 137 |
|
2023
Q4 | $76.9K | Hold |
295
| – | – | 0.06% | 115 |
|
2023
Q3 | $56.5K | Hold |
295
| – | – | 0.05% | 124 |
|
2023
Q2 | $62.3K | Hold |
295
| – | – | 0.05% | 125 |
|
2023
Q1 | $62.7K | Hold |
295
| – | – | 0.05% | 120 |
|
2022
Q4 | $56.2K | Buy |
295
+200
| +211% | +$38.1K | 0.05% | 125 |
|
2022
Q3 | $11K | Hold |
95
| – | – | 0.01% | 190 |
|
2022
Q2 | $12K | Hold |
95
| – | – | 0.01% | 140 |
|
2022
Q1 | $18K | Sell |
95
-605
| -86% | -$115K | 0.01% | 145 |
|
2021
Q4 | $140K | Buy |
+700
| New | +$140K | 0.09% | 55 |
|