AWA
ARS Wealth Advisors’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $243K | Hold |
1,015
| – | – | 0.04% | 125 |
|
|
2021
Q1 | $258K | Sell |
1,015
-88
| -8% | -$22.4K | 0.06% | 106 |
|
|
2020
Q4 | $236K | Buy |
+1,103
| New | +$236K | 0.05% | 104 |
|
|
2020
Q3 | – | Sell |
-1,268
| Closed | -$232K | – | 108 |
|
|
2020
Q2 | $232K | Buy |
+1,268
| New | +$232K | 0.07% | 86 |
|
|
2020
Q1 | – | Sell |
-1,827
| Closed | -$595K | – | 92 |
|
|
2019
Q4 | $595K | Sell |
1,827
-1,177
| -39% | -$383K | 0.17% | 59 |
|
|
2019
Q3 | $1.14M | Buy |
3,004
+52
| +2% | +$19.8K | 0.36% | 43 |
|
|
2019
Q2 | $1.08M | Buy |
2,952
+376
| +15% | +$137K | 0.34% | 42 |
|
|
2019
Q1 | $983K | Sell |
2,576
-589
| -19% | -$225K | 0.31% | 45 |
|
|
2018
Q4 | $1.02M | Buy |
3,165
+35
| +1% | +$11.3K | 0.37% | 42 |
|
|
2018
Q3 | $1.16M | Buy |
3,130
+200
| +7% | +$74.4K | 0.39% | 42 |
|
|
2018
Q2 | $983K | Sell |
2,930
-100
| -3% | -$33.5K | 0.35% | 45 |
|
|
2018
Q1 | $993K | Buy |
3,030
+273
| +10% | +$89.5K | 0.37% | 43 |
|
|
2017
Q4 | $813K | Buy |
2,757
+11
| +0.4% | +$3.24K | 0.3% | 56 |
|
|
2017
Q3 | $698K | Buy |
2,746
+25
| +0.9% | +$6.36K | 0.27% | 60 |
|
|
2017
Q2 | $538K | Buy |
2,721
+1
| +0% | +$198 | 0.22% | 63 |
|
|
2017
Q1 | $481K | Buy |
+2,720
| New | +$481K | 0.21% | 62 |
|