WAG
Windsor Advisory Group’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,043
| Closed | -$583K | – | 57 |
|
|
2023
Q3 | $583K | Hold |
3,043
| – | – | 1.39% | 21 |
|
|
2023
Q2 | $643K | Hold |
3,043
| – | – | 1.59% | 16 |
|
|
2023
Q1 | $646K | Sell |
3,043
-40
| -1% | -$8.5K | 1.55% | 18 |
|
|
2022
Q4 | $587K | Buy |
+3,083
| New | +$587K | 1.56% | 19 |
|