Atwood & Palmer’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 |
-50
| Closed | -$9K | – | 332 |
|
|
2020
Q2 | $9K | Hold |
50
| – | – | ﹤0.01% | 263 |
|
|
2020
Q1 | $7K | Hold |
50
| – | – | ﹤0.01% | 265 |
|
|
2019
Q4 | $16K | Buy |
+50
| New | +$16K | ﹤0.01% | 231 |
|
|
2019
Q2 | – | Sell |
-56
| Closed | -$21K | – | 300 |
|
|
2019
Q1 | $21K | Hold |
56
| – | – | ﹤0.01% | 215 |
|
|
2018
Q4 | $18K | Buy |
56
+36
| +180% | +$11.6K | ﹤0.01% | 218 |
|
|
2018
Q3 | $7K | Buy |
+20
| New | +$7K | ﹤0.01% | 268 |
|
|
2016
Q3 | – | Sell |
-15
| Closed | -$2K | – | 322 |
|
|
2016
Q2 | $2K | Sell |
15
-350
| -96% | -$46.7K | ﹤0.01% | 290 |
|
|
2016
Q1 | $46K | Hold |
365
| – | – | 0.01% | 175 |
|
|
2015
Q4 | $53K | Hold |
365
| – | – | 0.01% | 199 |
|
|
2015
Q3 | $48K | Sell |
365
-261
| -42% | -$34.3K | 0.01% | 193 |
|
|
2015
Q2 | $87K | Buy |
626
+128
| +26% | +$17.8K | 0.02% | 168 |
|
|
2015
Q1 | $75K | Hold |
498
| – | – | 0.01% | 169 |
|
|
2014
Q4 | $65K | Hold |
498
| – | – | 0.01% | 187 |
|
|
2014
Q3 | $63K | Buy |
498
+133
| +36% | +$16.8K | 0.01% | 193 |
|
|
2014
Q2 | $46K | Buy |
+365
| New | +$46K | 0.01% | 191 |
|