Acorn Financial Advisory Services’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 |
-2,800
| Closed | -$671K | – | 215 |
|
|
2021
Q2 | $671K | Sell |
2,800
-764
| -21% | -$183K | 0.2% | 117 |
|
|
2021
Q1 | $906K | Buy |
3,564
+95
| +3% | +$24.2K | 0.33% | 80 |
|
|
2020
Q4 | $742K | Buy |
3,469
+118
| +4% | +$25.2K | 0.29% | 94 |
|
|
2020
Q3 | $555K | Sell |
3,351
-5
| -0.1% | -$828 | 0.29% | 99 |
|
|
2020
Q2 | $614K | Buy |
3,356
+834
| +33% | +$153K | 0.43% | 81 |
|
|
2020
Q1 | $376K | Buy |
2,522
+1,571
| +165% | +$234K | 0.37% | 98 |
|
|
2019
Q4 | $311K | Buy |
+951
| New | +$311K | 0.26% | 128 |
|