Evolution Wealth Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,610
| Closed | -$342K | – | 116 |
|
|
2023
Q1 | $342K | Buy |
+1,610
| New | +$342K | 0.08% | 85 |
|
|
2022
Q2 | – | Sell |
-1,060
| Closed | -$203K | – | 120 |
|
|
2022
Q1 | $203K | Buy |
+1,060
| New | +$203K | 0.04% | 114 |
|
|
2021
Q4 | – | Sell |
-60
| Closed | -$13K | – | 188 |
|
|
2021
Q3 | $13K | Sell |
60
-1,500
| -96% | -$325K | ﹤0.01% | 364 |
|
|
2021
Q2 | $374K | Hold |
1,560
| – | – | 0.08% | 80 |
|
|
2021
Q1 | $397K | Hold |
1,560
| – | – | 0.09% | 82 |
|
|
2020
Q4 | $334K | Sell |
1,560
-870
| -36% | -$186K | 0.08% | 84 |
|
|
2020
Q3 | $402K | Buy |
2,430
+500
| +26% | +$82.7K | 0.11% | 70 |
|
|
2020
Q2 | $354K | Buy |
1,930
+1,360
| +239% | +$249K | 0.12% | 64 |
|
|
2020
Q1 | $85K | Buy |
570
+496
| +670% | +$74K | 0.03% | 94 |
|
|
2019
Q4 | $24K | Sell |
74
-296
| -80% | -$96K | 0.01% | 212 |
|
|
2019
Q3 | $141K | Sell |
370
-51
| -12% | -$19.4K | 0.07% | 38 |
|
|
2019
Q2 | $153K | Buy |
+421
| New | +$153K | 0.07% | 51 |
|