Cascade Investment Advisors’s Boeing BA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-820
Closed -$174K 119
2023
Q1
$174K Buy
+820
New +$174K 0.14% 106
2022
Q3
Sell
-820
Closed -$112K 113
2022
Q2
$112K Hold
820
0.09% 122
2022
Q1
$157K Buy
820
+20
+3% +$3.83K 0.1% 123
2021
Q4
$161K Hold
800
0.09% 121
2021
Q3
$176K Hold
800
0.11% 113
2021
Q2
$192K Hold
800
0.12% 111
2021
Q1
$204K Hold
800
0.13% 109
2020
Q4
$171K Hold
800
0.13% 111
2020
Q3
$132K Hold
800
0.11% 115
2020
Q2
$147K Hold
800
0.14% 106
2020
Q1
$119K Sell
800
-100
-11% -$14.9K 0.13% 108
2019
Q4
$293K Sell
900
-900
-50% -$293K 0.22% 97
2019
Q3
$685K Buy
1,800
+800
+80% +$304K 0.53% 80
2019
Q2
$364K Buy
1,000
+100
+11% +$36.4K 0.31% 84
2019
Q1
$343K Hold
900
0.31% 83
2018
Q4
$290K Hold
900
0.29% 83
2018
Q3
$335K Hold
900
0.28% 88
2018
Q2
$302K Sell
900
-700
-44% -$235K 0.27% 90
2018
Q1
$525K Buy
1,600
+800
+100% +$262K 0.41% 81
2017
Q4
$236K Hold
800
0.19% 96
2017
Q3
$203K Sell
800
-15
-2% -$3.81K 0.17% 94
2017
Q2
$161K Hold
815
0.14% 98
2017
Q1
$144K Sell
815
-875
-52% -$155K 0.13% 92
2016
Q4
$263K Buy
+1,690
New +$263K 0.22% 79
2016
Q2
$136K Buy
+1,050
New +$136K 0.13% 83