CW
Cobiz Wealth’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $8.16M | Buy |
22,417
+2,012
| +10% | +$732K | 1.61% | 22 |
|
|
2019
Q1 | $7.78M | Buy |
20,405
+4,015
| +24% | +$1.53M | 1.5% | 26 |
|
|
2018
Q4 | $5.29M | Buy |
16,390
+109
| +0.7% | +$35.2K | 1.16% | 34 |
|
|
2018
Q3 | $6.06M | Sell |
16,281
-488
| -3% | -$181K | 1.16% | 36 |
|
|
2018
Q2 | $5.63M | Sell |
16,769
-580
| -3% | -$195K | 1.14% | 38 |
|
|
2018
Q1 | $5.69M | Sell |
17,349
-7,020
| -29% | -$2.3M | 1.2% | 36 |
|
|
2017
Q4 | $7.19M | Sell |
24,369
-15
| -0.1% | -$4.42K | 1.5% | 18 |
|
|
2017
Q3 | $6.2M | Sell |
24,384
-5,200
| -18% | -$1.32M | 1.36% | 27 |
|
|
2017
Q2 | $5.85M | Sell |
29,584
-322
| -1% | -$63.7K | 1.3% | 30 |
|
|
2017
Q1 | $5.29M | Sell |
29,906
-6
| -0% | -$1.06K | 1.18% | 40 |
|
|
2016
Q4 | $4.66M | Sell |
29,912
-1,485
| -5% | -$231K | 1.1% | 42 |
|
|
2016
Q3 | $4.14M | Sell |
31,397
-877
| -3% | -$116K | 1% | 48 |
|
|
2016
Q2 | $4.19M | Sell |
32,274
-72
| -0.2% | -$9.35K | 1.06% | 43 |
|
|
2016
Q1 | $4.11M | Sell |
32,346
-787
| -2% | -$99.9K | 1.01% | 45 |
|
|
2015
Q4 | $4.79M | Sell |
33,133
-2,572
| -7% | -$372K | 1.13% | 36 |
|
|
2015
Q3 | $4.68M | Buy |
35,705
+14,268
| +67% | +$1.87M | 1.14% | 39 |
|
|
2015
Q2 | $2.97M | Sell |
21,437
-505
| -2% | -$70.1K | 0.66% | 57 |
|
|
2015
Q1 | $3.29M | Buy |
21,942
+19,703
| +880% | +$2.96M | 0.74% | 54 |
|
|
2014
Q4 | $291K | Hold |
2,239
| – | – | 0.07% | 120 |
|
|
2014
Q3 | $285K | Hold |
2,239
| – | – | 0.07% | 115 |
|
|
2014
Q2 | $285K | Sell |
2,239
-400
| -15% | -$50.9K | 0.07% | 117 |
|
|
2014
Q1 | $331K | Buy |
2,639
+197
| +8% | +$24.7K | 0.08% | 108 |
|
|
2013
Q4 | $333K | Sell |
2,442
-30
| -1% | -$4.09K | 0.08% | 105 |
|
|
2013
Q3 | $290K | Buy |
2,472
+902
| +57% | +$106K | 0.07% | 109 |
|
|
2013
Q2 | $161K | Buy |
+1,570
| New | +$161K | 0.04% | 110 |
|