Alera Investment Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,747
| Closed | -$335K | – | 184 |
|
|
2022
Q1 | $335K | Buy |
1,747
+327
| +23% | +$62.7K | 0.08% | 137 |
|
|
2021
Q4 | $286K | Sell |
1,420
-201
| -12% | -$40.5K | 0.08% | 86 |
|
|
2021
Q3 | $357K | Sell |
1,621
-34
| -2% | -$7.49K | 0.11% | 65 |
|
|
2021
Q2 | $396K | Buy |
1,655
+112
| +7% | +$26.8K | 0.12% | 62 |
|
|
2021
Q1 | $393K | Hold |
1,543
| – | – | 0.13% | 59 |
|
|
2020
Q4 | $330K | Buy |
1,543
+201
| +15% | +$43K | 0.12% | 57 |
|
|
2020
Q3 | $222K | Sell |
1,342
-85
| -6% | -$14.1K | 0.09% | 73 |
|
|
2020
Q2 | $262K | Hold |
1,427
| – | – | 0.14% | 59 |
|
|
2020
Q1 | $213K | Sell |
1,427
-216
| -13% | -$32.2K | 0.13% | 60 |
|
|
2019
Q4 | $535K | Sell |
1,643
-316
| -16% | -$103K | 0.24% | 36 |
|
|
2019
Q3 | $745K | Sell |
1,959
-166
| -8% | -$63.1K | 0.37% | 30 |
|
|
2019
Q2 | $774K | Buy |
2,125
+27
| +1% | +$9.83K | 0.4% | 27 |
|
|
2019
Q1 | $800K | Sell |
2,098
-54
| -3% | -$20.6K | 0.39% | 26 |
|
|
2018
Q4 | $694K | Buy |
+2,152
| New | +$694K | 0.42% | 34 |
|