Beacon Investment Advisory Services’s Boeing BA Stock Holding History

Beacon Investment Advisory Services’s Portfolio BA Stock Details BA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-4,441	Closed	-$851K	–	265
2023 Q3	$851K	Hold	4,441	–	–	0.04%	155
2023 Q2	$938K	Buy	+4,441	New	+$938K	0.04%	157
2022 Q4	–	Sell	-3,017	Closed	-$365K	–	281
2022 Q3	$365K	Sell	3,017 -1,050	-26%	-$127K	0.02%	210
2022 Q2	$556K	Sell	4,067 -1,068	-21%	-$146K	0.03%	179
2022 Q1	$983K	Sell	5,135 -53	-1%	-$10.1K	0.04%	165
2021 Q4	$1.04M	Buy	5,188 +39	+0.8%	+$7.85K	0.04%	164
2021 Q3	$1.13M	Sell	5,149 -2,205	-30%	-$485K	0.05%	158
2021 Q2	$1.76M	Sell	7,354 -4,455	-38%	-$1.07M	0.07%	139
2021 Q1	$3.01M	Sell	11,809 -100	-0.8%	-$25.5K	0.13%	119
2020 Q4	$2.55M	Buy	11,909 +100	+0.8%	+$21.4K	0.12%	123
2020 Q3	$1.95M	Sell	11,809 -20	-0.2%	-$3.31K	0.1%	126
2020 Q2	$2.17M	Sell	11,829 -106	-0.9%	-$19.4K	0.12%	120
2020 Q1	$1.78M	Sell	11,935 -636	-5%	-$94.9K	0.13%	116
2019 Q4	$4.1M	Buy	12,571 +2,834	+29%	+$923K	0.22%	95
2019 Q3	$3.71M	Buy	9,737 +212	+2%	+$80.7K	0.37%	69
2019 Q2	$3.47M	Sell	9,525 -90	-0.9%	-$32.8K	0.37%	74
2019 Q1	$3.67M	Sell	9,615 -4,742	-33%	-$1.81M	0.39%	71
2018 Q4	$4.63M	Sell	14,357 -3	-0%	-$967	0.51%	56
2018 Q3	$5.34M	Sell	14,360 -63	-0.4%	-$23.4K	0.52%	56
2018 Q2	$4.84M	Buy	14,423 +329	+2%	+$110K	0.49%	60
2018 Q1	$4.62M	Buy	14,094 +3,571	+34%	+$1.17M	0.48%	62
2017 Q4	$3.1M	Sell	10,523 -1,500	-12%	-$442K	0.33%	83
2017 Q3	$3.06M	Buy	12,023 +9,648	+406%	+$2.45M	0.26%	95
2017 Q2	$470K	Sell	2,375 -180	-7%	-$35.6K	0.08%	46
2017 Q1	$452K	Hold	2,555	–	–	0.09%	44
2016 Q4	$398K	Hold	2,555	–	–	0.08%	43
2016 Q3	$337K	Hold	2,555	–	–	0.07%	50
2016 Q2	$332K	Hold	2,555	–	–	0.07%	52
2016 Q1	$324K	Buy	2,555 +1,107	+76%	+$140K	0.07%	46
2015 Q4	$209K	Buy	+1,448	New	+$209K	0.04%	61
2015 Q3	–	Sell	-1,498	Closed	-$208K	–	59
2015 Q2	$208K	Buy	+1,498	New	+$208K	0.03%	50