Cypress Wealth Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-1,822
| Closed | -$322K | – | 95 |
|
|
2017
Q1 | $322K | Buy |
1,822
+103
| +6% | +$18.2K | 0.15% | 135 |
|
|
2016
Q4 | $268K | Buy |
+1,719
| New | +$268K | 0.12% | 152 |
|
|
2016
Q3 | – | Sell |
-1,566
| Closed | -$203K | – | 208 |
|
|
2016
Q2 | $203K | Buy |
+1,566
| New | +$203K | 0.1% | 172 |
|
|
2016
Q1 | – | Sell |
-2,003
| Closed | -$290K | – | 203 |
|
|
2015
Q4 | $290K | Buy |
2,003
+40
| +2% | +$5.79K | 0.15% | 130 |
|
|
2015
Q3 | $257K | Buy |
+1,963
| New | +$257K | 0.14% | 145 |
|