Dowling & Yahnke’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $2.64M | Buy |
21,816
+496
| +2% | +$60K | 0.12% | 150 |
|
|
2022
Q2 | $2.92M | Sell |
21,320
-1,373
| -6% | -$188K | 0.14% | 143 |
|
|
2022
Q1 | $4.35M | Buy |
22,693
+332
| +1% | +$63.6K | 0.19% | 121 |
|
|
2021
Q4 | $4.5M | Sell |
22,361
-2,110
| -9% | -$425K | 0.22% | 118 |
|
|
2021
Q3 | $5.38M | Buy |
24,471
+80
| +0.3% | +$17.6K | 0.3% | 99 |
|
|
2021
Q2 | $5.84M | Buy |
24,391
+141
| +0.6% | +$33.8K | 0.34% | 92 |
|
|
2021
Q1 | $6.18M | Buy |
24,250
+215
| +0.9% | +$54.8K | 0.42% | 74 |
|
|
2020
Q4 | $5.15M | Buy |
24,035
+134
| +0.6% | +$28.7K | 0.37% | 84 |
|
|
2020
Q3 | $3.95M | Buy |
23,901
+448
| +2% | +$74K | 0.32% | 89 |
|
|
2020
Q2 | $4.3M | Buy |
23,453
+4,566
| +24% | +$837K | 0.36% | 82 |
|
|
2020
Q1 | $2.82M | Sell |
18,887
-3,758
| -17% | -$561K | 0.27% | 102 |
|
|
2019
Q4 | $7.38M | Sell |
22,645
-434
| -2% | -$141K | 0.57% | 55 |
|
|
2019
Q3 | $8.78M | Sell |
23,079
-16
| -0.1% | -$6.09K | 0.73% | 35 |
|
|
2019
Q2 | $8.41M | Buy |
+23,095
| New | +$8.41M | 0.7% | 41 |
|
|
2018
Q4 | – | Sell |
-22,567
| Closed | -$8.39M | – | 260 |
|
|
2018
Q3 | $8.39M | Sell |
22,567
-68
| -0.3% | -$25.3K | 0.73% | 36 |
|
|
2018
Q2 | $7.59M | Sell |
22,635
-483
| -2% | -$162K | 0.71% | 39 |
|
|
2018
Q1 | $7.58M | Sell |
23,118
-576
| -2% | -$189K | 0.71% | 38 |
|
|
2017
Q4 | $6.99M | Buy |
23,694
+465
| +2% | +$137K | 0.63% | 51 |
|
|
2017
Q3 | $5.91M | Sell |
23,229
-106
| -0.5% | -$26.9K | 0.6% | 61 |
|
|
2017
Q2 | $4.61M | Sell |
23,335
-967
| -4% | -$191K | 0.49% | 73 |
|
|
2017
Q1 | $4.3M | Buy |
24,302
+1,427
| +6% | +$252K | 0.46% | 78 |
|
|
2016
Q4 | $3.56M | Buy |
22,875
+424
| +2% | +$66K | 0.4% | 84 |
|
|
2016
Q3 | $2.96M | Buy |
22,451
+42
| +0.2% | +$5.53K | 0.35% | 100 |
|
|
2016
Q2 | $2.91M | Buy |
22,409
+1,549
| +7% | +$201K | 0.35% | 96 |
|
|
2016
Q1 | $2.65M | Buy |
20,860
+1,641
| +9% | +$208K | 0.33% | 100 |
|
|
2015
Q4 | $2.78M | Buy |
19,219
+1,336
| +7% | +$193K | 0.35% | 93 |
|
|
2015
Q3 | $2.34M | Buy |
17,883
+1,514
| +9% | +$198K | 0.32% | 100 |
|
|
2015
Q2 | $2.27M | Buy |
16,369
+801
| +5% | +$111K | 0.29% | 105 |
|
|
2015
Q1 | $2.34M | Sell |
15,568
-335
| -2% | -$50.3K | 0.29% | 102 |
|
|
2014
Q4 | $2.07M | Buy |
15,903
+1,889
| +13% | +$246K | 0.26% | 112 |
|
|
2014
Q3 | $1.79M | Buy |
14,014
+520
| +4% | +$66.2K | 0.24% | 118 |
|
|
2014
Q2 | $1.72M | Buy |
13,494
+73
| +0.5% | +$9.29K | 0.22% | 122 |
|
|
2014
Q1 | $1.68M | Buy |
13,421
+909
| +7% | +$114K | 0.22% | 119 |
|
|
2013
Q4 | $1.71M | Buy |
12,512
+1,698
| +16% | +$232K | 0.24% | 116 |
|
|
2013
Q3 | $1.27M | Buy |
10,814
+696
| +7% | +$81.8K | 0.2% | 120 |
|
|
2013
Q2 | $1.04M | Buy |
+10,118
| New | +$1.04M | 0.17% | 129 |
|