Bernardo Wealth Planning’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,186
| Closed | -$260K | – | 87 |
|
|
2021
Q3 | $260K | Buy |
+1,186
| New | +$260K | 0.15% | 64 |
|
|
2021
Q1 | – | Sell |
-3,657
| Closed | -$782K | – | 85 |
|
|
2020
Q4 | $782K | Sell |
3,657
-1,331
| -27% | -$285K | 0.3% | 68 |
|
|
2020
Q3 | $824K | Sell |
4,988
-1,039
| -17% | -$172K | 0.37% | 55 |
|
|
2020
Q2 | $1.1M | Buy |
6,027
+1,205
| +25% | +$221K | 0.59% | 36 |
|
|
2020
Q1 | $719K | Buy |
4,822
+848
| +21% | +$126K | 0.5% | 53 |
|
|
2019
Q4 | $1.29M | Buy |
3,974
+186
| +5% | +$60.6K | 0.79% | 34 |
|
|
2019
Q3 | $1.44M | Sell |
3,788
-541
| -12% | -$206K | 1.04% | 24 |
|
|
2019
Q2 | $1.58M | Buy |
4,329
+305
| +8% | +$111K | 1.23% | 19 |
|
|
2019
Q1 | $1.54M | Buy |
4,024
+953
| +31% | +$364K | 1.22% | 20 |
|
|
2018
Q4 | $990K | Buy |
+3,071
| New | +$990K | 0.88% | 29 |
|