Clear Perspective Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,557
| Closed | -$507K | – | 113 |
|
|
2019
Q4 | $507K | Buy |
1,557
+231
| +17% | +$75.2K | 0.31% | 80 |
|
|
2019
Q3 | $505K | Buy |
1,326
+24
| +2% | +$9.14K | 0.23% | 81 |
|
|
2019
Q2 | $474K | Buy |
1,302
+288
| +28% | +$105K | 0.3% | 82 |
|
|
2019
Q1 | $387K | Buy |
+1,014
| New | +$387K | 0.27% | 93 |
|
|
2018
Q3 | – | Sell |
-253
| Closed | -$85K | – | 163 |
|
|
2018
Q2 | $85K | Hold |
253
| – | – | 0.06% | 202 |
|
|
2018
Q1 | $83K | Sell |
253
-291
| -53% | -$95.5K | 0.06% | 205 |
|
|
2017
Q4 | $160K | Sell |
544
-49
| -8% | -$14.4K | 0.12% | 154 |
|
|
2017
Q3 | $151K | Buy |
593
+22
| +4% | +$5.6K | 0.12% | 151 |
|
|
2017
Q2 | $113K | Buy |
571
+135
| +31% | +$26.7K | 0.1% | 161 |
|
|
2017
Q1 | $77K | Sell |
436
-696
| -61% | -$123K | 0.05% | 180 |
|
|
2016
Q4 | $176K | Buy |
+1,132
| New | +$176K | 0.12% | 132 |
|