Altium Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $654K | Sell |
4,780
-1,654
| -26% | -$226K | 0.05% | 204 |
|
2022
Q1 | $1.23M | Buy |
6,434
+811
| +14% | +$155K | 0.08% | 135 |
|
2021
Q4 | $1.13M | Sell |
5,623
-867
| -13% | -$175K | 0.07% | 141 |
|
2021
Q3 | $1.43M | Buy |
6,490
+428
| +7% | +$94.1K | 0.1% | 102 |
|
2021
Q2 | $1.45M | Buy |
6,062
+112
| +2% | +$26.8K | 0.11% | 99 |
|
2021
Q1 | $1.52M | Buy |
5,950
+467
| +9% | +$119K | 0.12% | 94 |
|
2020
Q4 | $1.17M | Buy |
5,483
+916
| +20% | +$196K | 0.1% | 101 |
|
2020
Q3 | $755K | Buy |
4,567
+145
| +3% | +$24K | 0.08% | 116 |
|
2020
Q2 | $811K | Buy |
4,422
+243
| +6% | +$44.6K | 0.09% | 109 |
|
2020
Q1 | $623K | Buy |
4,179
+1,182
| +39% | +$176K | 0.09% | 119 |
|
2019
Q4 | $976K | Sell |
2,997
-59
| -2% | -$19.2K | 0.12% | 99 |
|
2019
Q3 | $1.16M | Buy |
3,056
+138
| +5% | +$52.5K | 0.16% | 76 |
|
2019
Q2 | $1.06M | Buy |
2,918
+169
| +6% | +$61.5K | 0.15% | 78 |
|
2019
Q1 | $1.05M | Sell |
2,749
-871
| -24% | -$332K | 0.17% | 75 |
|
2018
Q4 | $1.17M | Buy |
3,620
+55
| +2% | +$17.7K | 0.22% | 65 |
|
2018
Q3 | $1.33M | Buy |
3,565
+567
| +19% | +$211K | 0.25% | 64 |
|
2018
Q2 | $1.01M | Buy |
2,998
+65
| +2% | +$21.8K | 0.27% | 75 |
|
2018
Q1 | $961K | Buy |
2,933
+428
| +17% | +$140K | 0.38% | 47 |
|
2017
Q4 | $739K | Buy |
+2,505
| New | +$739K | 0.34% | 56 |
|