Altavista Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-632
| Closed | -$206K | – | 155 |
|
2019
Q4 | $206K | Buy |
632
+31
| +5% | +$10.1K | 0.06% | 165 |
|
2019
Q3 | $229K | Hold |
601
| – | – | 0.07% | 155 |
|
2019
Q2 | $219K | Buy |
601
+50
| +9% | +$18.2K | 0.07% | 155 |
|
2019
Q1 | $210K | Buy |
+551
| New | +$210K | 0.07% | 151 |
|
2018
Q4 | – | Sell |
-576
| Closed | -$214K | – | 147 |
|
2018
Q3 | $214K | Buy |
+576
| New | +$214K | 0.08% | 144 |
|
2018
Q2 | – | Sell |
-876
| Closed | -$287K | – | 145 |
|
2018
Q1 | $287K | Hold |
876
| – | – | 0.12% | 121 |
|
2017
Q4 | $258K | Buy |
+876
| New | +$258K | 0.11% | 129 |
|