Asset Planning Services Inc’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-17,203
| Closed | -$3.15M | – | 38 |
|
|
2020
Q2 | $3.15M | Sell |
17,203
-85
| -0.5% | -$15.6K | 2.28% | 23 |
|
|
2020
Q1 | $2.58M | Sell |
17,288
-775
| -4% | -$116K | 2.13% | 25 |
|
|
2019
Q4 | $5.88M | Sell |
18,063
-2,725
| -13% | -$888K | 3.75% | 7 |
|
|
2019
Q3 | $7.91M | Sell |
20,788
-755
| -4% | -$287K | 5.13% | 2 |
|
|
2019
Q2 | $7.84M | Buy |
21,543
+170
| +0.8% | +$61.9K | 5.1% | 2 |
|
|
2019
Q1 | $8.15M | Sell |
21,373
-50
| -0.2% | -$19.1K | 5.58% | 1 |
|
|
2018
Q4 | $6.91M | Buy |
21,423
+63
| +0.3% | +$20.3K | 5.25% | 1 |
|
|
2018
Q3 | $7.94M | Hold |
21,360
| – | – | 5.44% | 1 |
|
|
2018
Q2 | $7.17M | Buy |
21,360
+50
| +0.2% | +$16.8K | 5.15% | 1 |
|
|
2018
Q1 | $6.99M | Sell |
21,310
-95
| -0.4% | -$31.1K | 5.16% | 1 |
|
|
2017
Q4 | $6.31M | Buy |
21,405
+20
| +0.1% | +$5.9K | 4.45% | 1 |
|
|
2017
Q3 | $5.44M | Buy |
21,385
+365
| +2% | +$92.8K | 4.4% | 2 |
|
|
2017
Q2 | $4.16M | Buy |
21,020
+740
| +4% | +$146K | 3.49% | 11 |
|
|
2017
Q1 | $3.59M | Buy |
+20,280
| New | +$3.59M | 3.05% | 23 |
|