Eads & Heald Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,202
| Closed | -$230K | – | 149 |
|
|
2022
Q1 | $230K | Sell |
1,202
-5
| -0.4% | -$957 | 0.11% | 141 |
|
|
2021
Q4 | $243K | Sell |
1,207
-313
| -21% | -$63K | 0.11% | 139 |
|
|
2021
Q3 | $334K | Sell |
1,520
-10
| -0.7% | -$2.2K | 0.16% | 122 |
|
|
2021
Q2 | $367K | Sell |
1,530
-158
| -9% | -$37.9K | 0.18% | 118 |
|
|
2021
Q1 | $430K | Sell |
1,688
-771
| -31% | -$196K | 0.22% | 112 |
|
|
2020
Q4 | $526K | Hold |
2,459
| – | – | 0.28% | 103 |
|
|
2020
Q3 | $406K | Sell |
2,459
-611
| -20% | -$101K | 0.24% | 107 |
|
|
2020
Q2 | $563K | Sell |
3,070
-2,716
| -47% | -$498K | 0.34% | 97 |
|
|
2020
Q1 | $863K | Sell |
5,786
-233
| -4% | -$34.8K | 0.61% | 75 |
|
|
2019
Q4 | $1.96M | Buy |
6,019
+6
| +0.1% | +$1.96K | 1.04% | 45 |
|
|
2019
Q3 | $2.29M | Buy |
6,013
+92
| +2% | +$35K | 1.28% | 25 |
|
|
2019
Q2 | $2.16M | Buy |
5,921
+228
| +4% | +$83K | 1.22% | 28 |
|
|
2019
Q1 | $2.17M | Sell |
5,693
-152
| -3% | -$58K | 1.26% | 28 |
|
|
2018
Q4 | $1.89M | Buy |
5,845
+119
| +2% | +$38.4K | 1.26% | 29 |
|
|
2018
Q3 | $2.13M | Sell |
5,726
-133
| -2% | -$49.5K | 1.22% | 29 |
|
|
2018
Q2 | $1.97M | Sell |
5,859
-630
| -10% | -$211K | 1.21% | 30 |
|
|
2018
Q1 | $2.13M | Sell |
6,489
-1,261
| -16% | -$414K | 1.35% | 14 |
|
|
2017
Q4 | $2.29M | Sell |
7,750
-597
| -7% | -$176K | 1.35% | 12 |
|
|
2017
Q3 | $2.12M | Sell |
8,347
-1,952
| -19% | -$496K | 1.32% | 12 |
|
|
2017
Q2 | $2.04M | Sell |
10,299
-539
| -5% | -$107K | 1.31% | 17 |
|
|
2017
Q1 | $1.92M | Sell |
10,838
-737
| -6% | -$130K | 1.24% | 26 |
|
|
2016
Q4 | $1.8M | Sell |
11,575
-173
| -1% | -$26.9K | 1.23% | 26 |
|
|
2016
Q3 | $1.55M | Sell |
11,748
-29
| -0.2% | -$3.82K | 1.07% | 42 |
|
|
2016
Q2 | $1.53M | Sell |
11,777
-978
| -8% | -$127K | 1.05% | 42 |
|
|
2016
Q1 | $1.62M | Buy |
12,755
+109
| +0.9% | +$13.8K | 1.12% | 35 |
|
|
2015
Q4 | $1.83M | Buy |
12,646
+3,775
| +43% | +$546K | 1.27% | 23 |
|
|
2015
Q3 | $1.16M | Buy |
8,871
+1,426
| +19% | +$187K | 0.83% | 59 |
|
|
2015
Q2 | $1.03M | Buy |
7,445
+346
| +5% | +$48K | 0.68% | 70 |
|
|
2015
Q1 | $1.07M | Buy |
7,099
+5,542
| +356% | +$831K | 0.68% | 67 |
|
|
2014
Q4 | $202K | Buy |
+1,557
| New | +$202K | 0.13% | 128 |
|