Burt Wealth Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-249
| Closed | -$53K | – | 115 |
|
|
2020
Q4 | $53K | Buy |
249
+30
| +14% | +$6.39K | 0.02% | 179 |
|
|
2020
Q3 | $36K | Sell |
219
-125
| -36% | -$20.5K | 0.01% | 195 |
|
|
2020
Q2 | $63K | Hold |
344
| – | – | 0.03% | 159 |
|
|
2020
Q1 | $51K | Buy |
344
+125
| +57% | +$18.5K | 0.02% | 162 |
|
|
2019
Q4 | $71K | Hold |
219
| – | – | 0.03% | 150 |
|
|
2019
Q3 | $83K | Hold |
219
| – | – | 0.03% | 136 |
|
|
2019
Q2 | $80K | Hold |
219
| – | – | 0.04% | 138 |
|
|
2019
Q1 | $84K | Hold |
219
| – | – | 0.04% | 133 |
|
|
2018
Q4 | $71K | Hold |
219
| – | – | 0.03% | 148 |
|
|
2018
Q3 | $81K | Hold |
219
| – | – | 0.04% | 153 |
|
|
2018
Q2 | $74K | Hold |
219
| – | – | 0.04% | 149 |
|
|
2018
Q1 | $72K | Sell |
219
-50
| -19% | -$16.4K | 0.04% | 152 |
|
|
2017
Q4 | $79K | Sell |
269
-124
| -32% | -$36.4K | 0.05% | 145 |
|
|
2017
Q3 | $100K | Buy |
+393
| New | +$100K | 0.07% | 125 |
|
|
2017
Q1 | – | Sell |
-473
| Closed | -$74K | – | 354 |
|
|
2016
Q4 | $74K | Hold |
473
| – | – | 0.07% | 134 |
|
|
2016
Q3 | $62K | Hold |
473
| – | – | 0.07% | 142 |
|
|
2016
Q2 | $80K | Sell |
473
-85
| -15% | -$14.4K | 0.09% | 120 |
|
|
2016
Q1 | $71K | Buy |
558
+85
| +18% | +$10.8K | 0.06% | 139 |
|
|
2015
Q4 | $68K | Hold |
473
| – | – | 0.05% | 127 |
|
|
2015
Q3 | $61K | Hold |
473
| – | – | 0.08% | 123 |
|
|
2015
Q2 | $65K | Hold |
473
| – | – | 0.07% | 133 |
|
|
2015
Q1 | $71K | Hold |
473
| – | – | 0.07% | 115 |
|
|
2014
Q4 | $61K | Buy |
+473
| New | +$61K | 0.06% | 126 |
|