Asset Planning Services (Pennsylvania)’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-332
| Closed | -$126K | – | 86 |
|
|
2019
Q3 | $126K | Buy |
332
+2
| +0.6% | +$759 | 0.05% | 88 |
|
|
2019
Q2 | $120K | Buy |
330
+2
| +0.6% | +$727 | 0.05% | 86 |
|
|
2019
Q1 | $125K | Buy |
328
+1
| +0.3% | +$381 | 0.06% | 85 |
|
|
2018
Q4 | $105K | Buy |
327
+2
| +0.6% | +$642 | 0.05% | 88 |
|
|
2018
Q3 | $121K | Buy |
325
+2
| +0.6% | +$745 | 0.06% | 82 |
|
|
2018
Q2 | $109K | Buy |
323
+1
| +0.3% | +$337 | 0.05% | 89 |
|
|
2018
Q1 | $106K | Buy |
322
+2
| +0.6% | +$658 | 0.05% | 90 |
|
|
2017
Q4 | $94K | Buy |
320
+1
| +0.3% | +$294 | 0.05% | 107 |
|
|
2017
Q3 | $81K | Buy |
319
+2
| +0.6% | +$508 | 0.04% | 115 |
|
|
2017
Q2 | $63K | Buy |
317
+3
| +1% | +$596 | 0.04% | 122 |
|
|
2017
Q1 | $56K | Sell |
314
-286
| -48% | -$51K | 0.04% | 137 |
|
|
2016
Q4 | $93K | Hold |
600
| – | – | 0.07% | 97 |
|
|
2016
Q3 | $79K | Sell |
600
-800
| -57% | -$105K | 0.07% | 102 |
|
|
2016
Q2 | $182K | Hold |
1,400
| – | – | 0.16% | 66 |
|
|
2016
Q1 | $178K | Buy |
+1,400
| New | +$178K | 0.16% | 69 |
|