American Investment Services’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,110
| Closed | -$446K | – | 136 |
|
|
2023
Q2 | $446K | Buy |
+2,110
| New | +$446K | 0.09% | 104 |
|
|
2019
Q3 | – | Sell |
-605
| Closed | -$220K | – | 136 |
|
|
2019
Q2 | $220K | Buy |
605
+2
| +0.3% | +$727 | 0.07% | 129 |
|
|
2019
Q1 | $230K | Sell |
603
-740
| -55% | -$282K | 0.07% | 122 |
|
|
2018
Q4 | $433K | Sell |
1,343
-1,024
| -43% | -$330K | 0.15% | 83 |
|
|
2018
Q3 | $880K | Sell |
2,367
-6,354
| -73% | -$2.36M | 0.3% | 58 |
|
|
2018
Q2 | $2.93M | Sell |
8,721
-6,796
| -44% | -$2.28M | 1.01% | 16 |
|
|
2018
Q1 | $5.09M | Sell |
15,517
-1,906
| -11% | -$625K | 1.8% | 14 |
|
|
2017
Q4 | $5.14M | Sell |
17,423
-77
| -0.4% | -$22.7K | 1.88% | 12 |
|
|
2017
Q3 | $4.45M | Sell |
17,500
-284
| -2% | -$72.2K | 1.7% | 12 |
|
|
2017
Q2 | $3.52M | Buy |
17,784
+338
| +2% | +$66.8K | 1.39% | 13 |
|
|
2017
Q1 | $3.09M | Buy |
17,446
+9,373
| +116% | +$1.66M | 1.25% | 15 |
|
|
2016
Q4 | $1.26M | Buy |
+8,073
| New | +$1.26M | 0.52% | 30 |
|