WT Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-921
| Closed | -$221K | – | 125 |
|
|
2021
Q2 | $221K | Sell |
921
-148
| -14% | -$35.5K | 0.09% | 118 |
|
|
2021
Q1 | $272K | Sell |
1,069
-112
| -9% | -$28.5K | 0.13% | 111 |
|
|
2020
Q4 | $252K | Sell |
1,181
-548
| -32% | -$117K | 0.14% | 104 |
|
|
2020
Q3 | $285K | Sell |
1,729
-4,119
| -70% | -$679K | 0.19% | 91 |
|
|
2020
Q2 | $1.07M | Sell |
5,848
-328
| -5% | -$60.1K | 0.86% | 28 |
|
|
2020
Q1 | $921K | Buy |
+6,176
| New | +$921K | 0.97% | 26 |
|