Capital Planning Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-9,989
| Closed | -$1.91M | – | 141 |
|
|
2022
Q1 | $1.91M | Sell |
9,989
-30
| -0.3% | -$5.75K | 0.41% | 62 |
|
|
2021
Q4 | $2.02M | Sell |
10,019
-1,543
| -13% | -$311K | 0.38% | 65 |
|
|
2021
Q3 | $2.54M | Sell |
11,562
-1,350
| -10% | -$297K | 0.53% | 49 |
|
|
2021
Q2 | $3.09M | Sell |
12,912
-185
| -1% | -$44.3K | 0.63% | 41 |
|
|
2021
Q1 | $3.34M | Buy |
13,097
+10,596
| +424% | +$2.7M | 0.75% | 37 |
|
|
2020
Q4 | $535K | Buy |
+2,501
| New | +$535K | 0.13% | 96 |
|
|
2020
Q3 | – | Sell |
-12,180
| Closed | -$2.23M | – | 123 |
|
|
2020
Q2 | $2.23M | Buy |
+12,180
| New | +$2.23M | 0.66% | 44 |
|
|
2016
Q1 | – | Sell |
-1,763
| Closed | -$255K | – | 99 |
|
|
2015
Q4 | $255K | Buy |
1,763
+58
| +3% | +$8.39K | 0.15% | 90 |
|
|
2015
Q3 | $223K | Buy |
1,705
+153
| +10% | +$20K | 0.15% | 94 |
|
|
2015
Q2 | $215K | Hold |
1,552
| – | – | 0.13% | 100 |
|
|
2015
Q1 | $233K | Hold |
1,552
| – | – | 0.16% | 90 |
|
|
2014
Q4 | $202K | Buy |
+1,552
| New | +$202K | 0.18% | 86 |
|