Brewin Dolphin Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $10K | Buy |
75
+25
| +50% | +$3.33K | ﹤0.01% | 283 |
|
|
2022
Q1 | $10K | Hold |
50
| – | – | ﹤0.01% | 288 |
|
|
2021
Q4 | $10K | Hold |
50
| – | – | ﹤0.01% | 284 |
|
|
2021
Q3 | $11K | Hold |
50
| – | – | ﹤0.01% | 294 |
|
|
2021
Q2 | $12K | Hold |
50
| – | – | ﹤0.01% | 290 |
|
|
2021
Q1 | $12.7K | Sell |
50
-9
| -15% | -$2.29K | ﹤0.01% | 280 |
|
|
2020
Q4 | $12.6K | Sell |
59
-16
| -21% | -$3.43K | ﹤0.01% | 239 |
|
|
2020
Q3 | $12.4K | Sell |
75
-29
| -28% | -$4.79K | ﹤0.01% | 227 |
|
|
2020
Q2 | $19.1K | Buy |
104
+54
| +108% | +$9.9K | ﹤0.01% | 222 |
|
|
2020
Q1 | $7.46K | Sell |
50
-180
| -78% | -$26.8K | ﹤0.01% | 176 |
|
|
2019
Q4 | $74.9K | Sell |
230
-610
| -73% | -$199K | 0.03% | 105 |
|
|
2019
Q3 | $320K | Buy |
840
+35
| +4% | +$13.3K | 0.16% | 64 |
|
|
2019
Q2 | $293K | Sell |
805
-50
| -6% | -$18.2K | 0.15% | 64 |
|
|
2019
Q1 | $326K | Buy |
855
+115
| +16% | +$43.9K | 0.18% | 62 |
|
|
2018
Q4 | $239K | Hold |
740
| – | – | 0.14% | 66 |
|
|
2018
Q3 | $275K | Buy |
740
+435
| +143% | +$162K | 0.15% | 67 |
|
|
2018
Q2 | $102K | Hold |
305
| – | – | 0.06% | 91 |
|
|
2018
Q1 | $100K | Buy |
305
+75
| +33% | +$24.6K | 0.06% | 90 |
|
|
2017
Q4 | $67.8K | Hold |
230
| – | – | 0.04% | 98 |
|
|
2017
Q3 | $58.5K | Buy |
+230
| New | +$58.5K | 0.04% | 93 |
|