Atlas Capital Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-200
| Closed | -$38.1K | – | 903 |
|
2022
Q4 | $38.1K | Hold |
200
| – | – | 0.01% | 581 |
|
2022
Q3 | $24.2K | Sell |
200
-100
| -33% | -$12.1K | ﹤0.01% | 632 |
|
2022
Q2 | $41K | Sell |
300
-20
| -6% | -$2.73K | 0.01% | 592 |
|
2022
Q1 | $61.3K | Buy |
320
+200
| +167% | +$38.3K | 0.01% | 515 |
|
2021
Q4 | $24.2K | Hold |
120
| – | – | ﹤0.01% | 615 |
|
2021
Q3 | $26.4K | Hold |
120
| – | – | ﹤0.01% | 604 |
|
2021
Q2 | $28.7K | Buy |
120
+20
| +20% | +$4.79K | ﹤0.01% | 605 |
|
2021
Q1 | $25.5K | Buy |
+100
| New | +$25.5K | 0.01% | 569 |
|
2019
Q3 | – | Sell |
-20
| Closed | -$7.28K | – | 636 |
|
2019
Q2 | $7.28K | Sell |
20
-238
| -92% | -$86.6K | ﹤0.01% | 609 |
|
2019
Q1 | $98.4K | Sell |
258
-1,215
| -82% | -$463K | 0.04% | 356 |
|
2018
Q4 | $475K | Sell |
1,473
-2,230
| -60% | -$719K | 0.19% | 145 |
|
2018
Q3 | $1.45M | Buy |
3,703
+1,118
| +43% | +$439K | 0.48% | 50 |
|
2018
Q2 | $923K | Sell |
2,585
-1,284
| -33% | -$458K | 0.33% | 85 |
|
2018
Q1 | $1.27M | Buy |
+3,869
| New | +$1.27M | 0.39% | 72 |
|