CWS
Cypress Wealth Services’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,235
| Closed | -$237K | – | 245 |
|
|
2023
Q3 | $237K | Sell |
1,235
-100
| -7% | -$19.2K | 0.07% | 207 |
|
|
2023
Q2 | $283K | Hold |
1,335
| – | – | 0.07% | 190 |
|
|
2023
Q1 | $284K | Sell |
1,335
-5
| -0.4% | -$1.06K | 0.08% | 191 |
|
|
2022
Q4 | $255K | Buy |
+1,340
| New | +$255K | 0.08% | 198 |
|
|
2022
Q3 | – | Sell |
-1,507
| Closed | -$206K | – | 225 |
|
|
2022
Q2 | $206K | Sell |
1,507
-166
| -10% | -$22.7K | 0.07% | 213 |
|
|
2022
Q1 | $320K | Sell |
1,673
-282
| -14% | -$53.9K | 0.09% | 173 |
|
|
2021
Q4 | $394K | Buy |
1,955
+537
| +38% | +$108K | 0.11% | 143 |
|
|
2021
Q3 | $312K | Buy |
1,418
+69
| +5% | +$15.2K | 0.09% | 163 |
|
|
2021
Q2 | $323K | Sell |
1,349
-1,513
| -53% | -$362K | 0.09% | 188 |
|
|
2021
Q1 | $729K | Sell |
2,862
-107
| -4% | -$27.3K | 0.15% | 112 |
|
|
2020
Q4 | $636K | Buy |
+2,969
| New | +$636K | 0.14% | 113 |
|
|
2020
Q3 | – | Sell |
-3,879
| Closed | -$711K | – | 17 |
|
|
2020
Q2 | $711K | Sell |
3,879
-1,193
| -24% | -$219K | 0.17% | 111 |
|
|
2020
Q1 | $756K | Buy |
5,072
+580
| +13% | +$86.5K | 0.22% | 102 |
|
|
2019
Q4 | $1.46M | Sell |
4,492
-1,050
| -19% | -$342K | 0.37% | 80 |
|
|
2019
Q3 | $2.11M | Sell |
5,542
-288
| -5% | -$110K | 0.58% | 56 |
|
|
2019
Q2 | $2.12M | Buy |
5,830
+406
| +7% | +$148K | 0.61% | 51 |
|
|
2019
Q1 | $2.07M | Buy |
5,424
+560
| +12% | +$214K | 0.66% | 47 |
|
|
2018
Q4 | $1.57M | Sell |
4,864
-220
| -4% | -$71K | 0.62% | 51 |
|
|
2018
Q3 | $1.89M | Buy |
5,084
+716
| +16% | +$266K | 0.68% | 40 |
|
|
2018
Q2 | $1.47M | Buy |
4,368
+814
| +23% | +$273K | 0.56% | 53 |
|
|
2018
Q1 | $1.17M | Buy |
3,554
+484
| +16% | +$159K | 0.5% | 59 |
|
|
2017
Q4 | $905K | Buy |
+3,070
| New | +$905K | 0.38% | 73 |
|