Arbor Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,237
| Closed | -$296K | – | 51 |
|
|
2021
Q2 | $296K | Sell |
1,237
-22
| -2% | -$5.26K | 0.07% | 40 |
|
|
2021
Q1 | $321K | Buy |
1,259
+39
| +3% | +$9.94K | 0.09% | 34 |
|
|
2020
Q4 | $261K | Sell |
1,220
-135
| -10% | -$28.9K | 0.1% | 37 |
|
|
2020
Q3 | $224K | Sell |
1,355
-122
| -8% | -$20.2K | 0.09% | 39 |
|
|
2020
Q2 | $271K | Buy |
1,477
+48
| +3% | +$8.81K | 0.13% | 36 |
|
|
2020
Q1 | $213K | Buy |
1,429
+51
| +4% | +$7.6K | 0.14% | 34 |
|
|
2019
Q4 | $449K | Buy |
+1,378
| New | +$449K | 0.19% | 49 |
|
|
2019
Q3 | – | Sell |
-438
| Closed | -$160K | – | 61 |
|
|
2019
Q2 | $160K | Buy |
438
+68
| +18% | +$24.8K | 0.09% | 55 |
|
|
2019
Q1 | $141K | Buy |
370
+69
| +23% | +$26.3K | 0.09% | 58 |
|
|
2018
Q4 | $97K | Buy |
+301
| New | +$97K | 0.09% | 61 |
|