WR Wealth Planners’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $222K | Sell |
1,254
-41
| -3% | -$7.26K | 0.07% | 148 |
|
|
2024
Q3 | $197K | Buy |
1,295
+35
| +3% | +$5.32K | 0.05% | 184 |
|
|
2024
Q2 | $229K | Sell |
1,260
-102
| -7% | -$18.6K | 0.07% | 156 |
|
|
2024
Q1 | $263K | Sell |
1,362
-27
| -2% | -$5.21K | 0.08% | 145 |
|
|
2023
Q4 | $362K | Buy |
1,389
+70
| +5% | +$18.2K | 0.13% | 132 |
|
|
2023
Q3 | $253K | Sell |
1,319
-86
| -6% | -$16.5K | 0.1% | 149 |
|
|
2023
Q2 | $297K | Buy |
1,405
+654
| +87% | +$138K | 0.11% | 135 |
|
|
2023
Q1 | $160K | Buy |
751
+582
| +344% | +$124K | 0.07% | 182 |
|
|
2022
Q4 | $32.2K | Hold |
169
| – | – | 0.02% | 196 |
|
|
2022
Q3 | $20.5K | Buy |
169
+24
| +17% | +$2.91K | 0.01% | 204 |
|
|
2022
Q2 | $19.8K | Hold |
145
| – | – | 0.01% | 228 |
|
|
2022
Q1 | $27.8K | Buy |
+145
| New | +$27.8K | 0.02% | 204 |
|