Bernicke Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | $660K | Buy |
3,599
+108
| +3% | +$19.8K | 0.49% | 39 |
|
2020
Q1 | $521K | Buy |
3,491
+341
| +11% | +$50.9K | 0.32% | 38 |
|
2019
Q4 | $1.03M | Buy |
3,150
+131
| +4% | +$42.7K | 0.57% | 37 |
|
2019
Q3 | $1.15M | Buy |
3,019
+313
| +12% | +$119K | 0.67% | 17 |
|
2019
Q2 | $985K | Buy |
+2,706
| New | +$985K | 0.59% | 25 |
|