CT Financial Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $248K | Hold |
1,400
| – | – | 0.15% | 135 |
|
|
2016
Q4 | $218K | Hold |
1,400
| – | – | 0.14% | 142 |
|
|
2016
Q3 | $184K | Hold |
1,400
| – | – | 0.11% | 155 |
|
|
2016
Q2 | $182K | Hold |
1,400
| – | – | 0.11% | 153 |
|
|
2016
Q1 | $178K | Buy |
1,400
+100
| +8% | +$12.7K | 0.1% | 163 |
|
|
2015
Q4 | $188K | Hold |
1,300
| – | – | 0.11% | 152 |
|
|
2015
Q3 | $170K | Hold |
1,300
| – | – | 0.11% | 159 |
|
|
2015
Q2 | $180K | Hold |
1,300
| – | – | 0.1% | 164 |
|
|
2015
Q1 | $195K | Hold |
1,300
| – | – | 0.11% | 156 |
|
|
2014
Q4 | $169K | Buy |
+1,300
| New | +$169K | 0.13% | 129 |
|
|
2014
Q1 | $195K | Buy |
+1,300
| New | +$195K | 0.11% | 156 |
|