Aevitas Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-557
| Closed | -$203K | – | 104 |
|
|
2019
Q2 | $203K | Sell |
557
-570
| -51% | -$208K | 0.2% | 101 |
|
|
2019
Q1 | $430K | Buy |
1,127
+149
| +15% | +$56.9K | 0.38% | 72 |
|
|
2018
Q4 | $315K | Sell |
978
-15
| -2% | -$4.83K | 0.32% | 76 |
|
|
2018
Q3 | $369K | Hold |
993
| – | – | 0.33% | 75 |
|
|
2018
Q2 | $333K | Buy |
993
+300
| +43% | +$101K | 0.32% | 76 |
|
|
2018
Q1 | $227K | Sell |
693
-100
| -13% | -$32.8K | 0.23% | 96 |
|
|
2017
Q4 | $234K | Buy |
+793
| New | +$234K | 0.22% | 95 |
|