Access Financial Services’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-5,076
| Closed | -$757K | – | 73 |
|
|
2020
Q1 | $757K | Sell |
5,076
-258
| -5% | -$38.5K | 0.6% | 39 |
|
|
2019
Q4 | $1.74M | Sell |
5,334
-43
| -0.8% | -$14K | 1.01% | 30 |
|
|
2019
Q3 | $2.05M | Buy |
5,377
+79
| +1% | +$30.1K | 1.46% | 14 |
|
|
2019
Q2 | $1.93M | Buy |
5,298
+1,513
| +40% | +$551K | 1.47% | 17 |
|
|
2019
Q1 | $1.44M | Hold |
3,785
| – | – | 1.14% | 28 |
|
|
2018
Q4 | $1.22M | Sell |
3,785
-100
| -3% | -$32.3K | 1.09% | 27 |
|
|
2018
Q3 | $1.45M | Buy |
3,885
+73
| +2% | +$27.2K | 0.99% | 24 |
|
|
2018
Q2 | $1.28M | Sell |
3,812
-529
| -12% | -$177K | 0.9% | 29 |
|
|
2018
Q1 | $1.42M | Sell |
4,341
-1,547
| -26% | -$507K | 1.05% | 26 |
|
|
2017
Q4 | $1.74M | Sell |
5,888
-135
| -2% | -$39.8K | 1.2% | 19 |
|
|
2017
Q3 | $1.53M | Sell |
6,023
-45
| -0.7% | -$11.4K | 1.17% | 22 |
|
|
2017
Q2 | $1.2M | Sell |
6,068
-10
| -0.2% | -$1.98K | 0.98% | 33 |
|
|
2017
Q1 | $1.08M | Sell |
6,078
-1,602
| -21% | -$283K | 0.91% | 35 |
|
|
2016
Q4 | $1.2M | Buy |
+7,680
| New | +$1.2M | 1.09% | 22 |
|