BRWM
B. Riley Wealth Management’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $2.33K | Sell |
17,036
-13,059
| -43% | -$1.79K | ﹤0.01% | 198 |
|
|
2022
Q1 | $5.76M | Sell |
30,095
-8,720
| -22% | -$1.67M | 0.44% | 55 |
|
|
2021
Q4 | $7.81M | Buy |
38,815
+7,622
| +24% | +$1.53M | 0.54% | 40 |
|
|
2021
Q3 | $6.86M | Sell |
31,193
-279
| -0.9% | -$61.4K | 0.53% | 49 |
|
|
2021
Q2 | $7.54M | Sell |
31,472
-695
| -2% | -$167K | 0.83% | 32 |
|
|
2021
Q1 | $8.19M | Buy |
32,167
+5,410
| +20% | +$1.38M | 0.96% | 28 |
|
|
2020
Q4 | $5.73M | Sell |
26,757
-6,784
| -20% | -$1.45M | 0.74% | 38 |
|
|
2020
Q3 | $5.54M | Buy |
33,541
+9,741
| +41% | +$1.61M | 0.65% | 41 |
|
|
2020
Q2 | $4.36M | Sell |
23,800
-12,755
| -35% | -$2.34M | 0.48% | 55 |
|
|
2020
Q1 | $5.45M | Buy |
36,555
+33,711
| +1,185% | +$5.03M | 0.57% | 47 |
|
|
2019
Q4 | $927K | Sell |
2,844
-73
| -3% | -$23.8K | 0.14% | 152 |
|
|
2019
Q3 | $1.11M | Buy |
2,917
+522
| +22% | +$199K | 0.19% | 121 |
|
|
2019
Q2 | $872 | Sell |
2,395
-3,396
| -59% | -$1.24K | 0.13% | 149 |
|
|
2019
Q1 | $2.21M | Buy |
5,791
+3,553
| +159% | +$1.36M | 0.38% | 61 |
|
|
2018
Q4 | $722K | Buy |
2,238
+346
| +18% | +$112K | 0.15% | 144 |
|
|
2018
Q3 | $704K | Buy |
+1,892
| New | +$704K | 0.17% | 119 |
|
|
2016
Q1 | – | Sell |
-5,195
| Closed | -$751K | – | 133 |
|
|
2015
Q4 | $751K | Sell |
5,195
-293
| -5% | -$42.4K | 0.96% | 28 |
|
|
2015
Q3 | $718K | Buy |
5,488
+111
| +2% | +$14.5K | 1.02% | 22 |
|
|
2015
Q2 | $745K | Sell |
5,377
-349
| -6% | -$48.4K | 0.59% | 29 |
|
|
2015
Q1 | $859K | Sell |
5,726
-4,400
| -43% | -$660K | 0.65% | 28 |
|
|
2014
Q4 | $1.32M | Buy |
10,126
+7,900
| +355% | +$1.03M | 1.08% | 13 |
|
|
2014
Q3 | $283K | Sell |
2,226
-3,350
| -60% | -$426K | 0.21% | 138 |
|
|
2014
Q2 | $709K | Buy |
5,576
+300
| +6% | +$38.1K | 0.46% | 42 |
|
|
2014
Q1 | $662K | Buy |
+5,276
| New | +$662K | 0.49% | 34 |
|