Advocacy Wealth Management Services’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-83
| Closed | -$16K | – | 266 |
|
|
2017
Q2 | $16K | Sell |
83
-40
| -33% | -$7.71K | 0.01% | 152 |
|
|
2017
Q1 | $22K | Sell |
123
-36
| -23% | -$6.44K | 0.01% | 141 |
|
|
2016
Q4 | $25K | Sell |
159
-14
| -8% | -$2.2K | 0.01% | 123 |
|
|
2016
Q3 | $23K | Hold |
173
| – | – | 0.01% | 188 |
|
|
2016
Q2 | $22K | Sell |
173
-16
| -8% | -$2.04K | 0.01% | 224 |
|
|
2016
Q1 | $24K | Sell |
189
-35
| -16% | -$4.44K | 0.02% | 267 |
|
|
2015
Q4 | $32K | Buy |
+224
| New | +$32K | 0.04% | 211 |
|