Concert Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-3,800
| Closed | -$756K | – | 33 |
|
|
2017
Q2 | $756K | Sell |
3,800
-16,609
| -81% | -$3.3M | 0.73% | 35 |
|
|
2017
Q1 | $3.19M | Sell |
20,409
-172
| -0.8% | -$26.9K | 0.72% | 18 |
|
|
2016
Q4 | $3.22M | Sell |
20,581
-31,627
| -61% | -$4.94M | 0.72% | 18 |
|
|
2016
Q3 | $6.88M | Buy |
52,208
+784
| +2% | +$103K | 0.84% | 15 |
|
|
2016
Q2 | $6.67M | Buy |
51,424
+4,181
| +9% | +$542K | 0.9% | 13 |
|
|
2016
Q1 | $6M | Buy |
47,243
+2,927
| +7% | +$371K | 0.8% | 16 |
|
|
2015
Q4 | $6.38M | Buy |
44,316
+474
| +1% | +$68.3K | 0.85% | 13 |
|
|
2015
Q3 | $5.74M | Buy |
43,842
+1,533
| +4% | +$201K | 0.78% | 18 |
|
|
2015
Q2 | $5.86M | Sell |
42,309
-1,807
| -4% | -$250K | 0.76% | 18 |
|
|
2015
Q1 | $4.87M | Buy |
44,116
+2,408
| +6% | +$266K | 1.39% | 9 |
|
|
2014
Q4 | $5.41M | Buy |
41,708
+19,503
| +88% | +$2.53M | 0.83% | 15 |
|
|
2014
Q3 | $2.83M | Sell |
22,205
-679
| -3% | -$86.6K | 0.38% | 21 |
|
|
2014
Q2 | $2.82M | Buy |
22,884
+334
| +1% | +$41.1K | 0.35% | 23 |
|
|
2014
Q1 | $2.79M | Buy |
22,550
+2,793
| +14% | +$346K | 0.35% | 24 |
|
|
2013
Q4 | $2.69M | Sell |
19,757
-1,275
| -6% | -$174K | 0.34% | 26 |
|
|
2013
Q3 | $2.49M | Buy |
21,032
+1,814
| +9% | +$215K | 0.35% | 22 |
|
|
2013
Q2 | $1.97M | Buy |
+19,218
| New | +$1.97M | 0.29% | 31 |
|