Aries Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-1,677
| Closed | -$541K | – | 156 |
|
2018
Q4 | $541K | Hold |
1,677
| – | – | 0.57% | 57 |
|
2018
Q3 | $624K | Hold |
1,677
| – | – | 0.56% | 56 |
|
2018
Q2 | $598K | Hold |
1,677
| – | – | 0.55% | 55 |
|
2018
Q1 | $562K | Hold |
1,677
| – | – | 0.54% | 54 |
|
2017
Q4 | $566K | Buy |
+1,677
| New | +$566K | 0.52% | 56 |
|