Bingham Osborn & Scarborough’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 |
-2,863
| Closed | -$630K | – | 18 |
|
|
2021
Q3 | $630K | Buy |
2,863
+45
| +2% | +$9.9K | 0.04% | 71 |
|
|
2021
Q2 | $675K | Sell |
2,818
-51
| -2% | -$12.2K | 0.05% | 70 |
|
|
2021
Q1 | $731K | Sell |
2,869
-13
| -0.5% | -$3.31K | 0.06% | 58 |
|
|
2020
Q4 | $617K | Sell |
2,882
-1,255
| -30% | -$269K | 0.05% | 58 |
|
|
2020
Q3 | $684K | Buy |
4,137
+42
| +1% | +$6.94K | 0.05% | 81 |
|
|
2020
Q2 | $751K | Buy |
4,095
+13
| +0.3% | +$2.38K | 0.06% | 71 |
|
|
2020
Q1 | $609K | Sell |
4,082
-66
| -2% | -$9.85K | 0.06% | 75 |
|
|
2019
Q4 | $1.35M | Buy |
4,148
+3
| +0.1% | +$977 | 0.11% | 50 |
|
|
2019
Q3 | $1.58M | Buy |
4,145
+5
| +0.1% | +$1.9K | 0.14% | 40 |
|
|
2019
Q2 | $1.51M | Buy |
4,140
+622
| +18% | +$226K | 0.13% | 40 |
|
|
2019
Q1 | $1.34M | Sell |
3,518
-265
| -7% | -$101K | 0.12% | 43 |
|
|
2018
Q4 | $1.22M | Buy |
3,783
+168
| +5% | +$54.2K | 0.12% | 43 |
|
|
2018
Q3 | $1.34M | Sell |
3,615
-30
| -0.8% | -$11.2K | 0.12% | 45 |
|
|
2018
Q2 | $1.22M | Buy |
3,645
+327
| +10% | +$110K | 0.12% | 42 |
|
|
2018
Q1 | $1.09M | Buy |
3,318
+1,697
| +105% | +$556K | 0.1% | 49 |
|
|
2017
Q4 | $478K | Buy |
1,621
+345
| +27% | +$102K | 0.04% | 78 |
|
|
2017
Q3 | $324K | Sell |
1,276
-44
| -3% | -$11.2K | 0.03% | 96 |
|
|
2017
Q2 | $261K | Buy |
1,320
+31
| +2% | +$6.13K | 0.03% | 104 |
|
|
2017
Q1 | $228K | Buy |
+1,289
| New | +$228K | 0.02% | 104 |
|
|
2016
Q1 | – | Sell |
-1,413
| Closed | -$204K | – | 116 |
|
|
2015
Q4 | $204K | Buy |
+1,413
| New | +$204K | 0.02% | 106 |
|
|
2015
Q2 | – | Sell |
-1,372
| Closed | -$206K | – | 117 |
|
|
2015
Q1 | $206K | Sell |
1,372
-490
| -26% | -$73.6K | 0.02% | 109 |
|
|
2014
Q4 | $242K | Sell |
1,862
-490
| -21% | -$63.7K | 0.03% | 107 |
|
|
2014
Q3 | $300K | Buy |
2,352
+397
| +20% | +$50.6K | 0.04% | 89 |
|
|
2014
Q2 | $249K | Sell |
1,955
-60
| -3% | -$7.64K | 0.03% | 92 |
|
|
2014
Q1 | $253K | Buy |
2,015
+390
| +24% | +$49K | 0.04% | 88 |
|
|
2013
Q4 | $222K | Sell |
1,625
-1,300
| -44% | -$178K | 0.03% | 90 |
|
|
2013
Q3 | $344K | Buy |
2,925
+761
| +35% | +$89.5K | 0.06% | 62 |
|
|
2013
Q2 | $222K | Buy |
+2,164
| New | +$222K | 0.04% | 79 |
|