EWA
Exencial Wealth Advisors’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
4,893
+367
| +8% | +$76.9K | 0.04% | 281 |
|
|
2025
Q1 | $772K | Buy |
4,526
+101
| +2% | +$17.2K | 0.03% | 315 |
|
|
2024
Q4 | $783K | Sell |
4,425
-370
| -8% | -$65.5K | 0.03% | 307 |
|
|
2024
Q3 | $729K | Buy |
4,795
+1,353
| +39% | +$206K | 0.03% | 307 |
|
|
2024
Q2 | $626K | Buy |
3,442
+1,317
| +62% | +$240K | 0.02% | 321 |
|
|
2024
Q1 | $410K | Sell |
2,125
-1,807
| -46% | -$349K | 0.02% | 388 |
|
|
2023
Q4 | $1.02M | Buy |
3,932
+1,901
| +94% | +$496K | 0.04% | 259 |
|
|
2023
Q3 | $389K | Sell |
2,031
-1,492
| -42% | -$286K | 0.02% | 321 |
|
|
2023
Q2 | $744K | Buy |
3,523
+1,042
| +42% | +$220K | 0.03% | 257 |
|
|
2023
Q1 | $527K | Sell |
2,481
-138
| -5% | -$29.3K | 0.03% | 271 |
|
|
2022
Q4 | $499K | Buy |
2,619
+814
| +45% | +$155K | 0.03% | 286 |
|
|
2022
Q3 | $218K | Buy |
1,805
+56
| +3% | +$6.76K | 0.01% | 385 |
|
|
2022
Q2 | $239K | Sell |
1,749
-1,923
| -52% | -$263K | 0.01% | 380 |
|
|
2022
Q1 | $703K | Buy |
3,672
+6
| +0.2% | +$1.15K | 0.04% | 262 |
|
|
2021
Q4 | $738K | Buy |
3,666
+276
| +8% | +$55.6K | 0.04% | 257 |
|
|
2021
Q3 | $746K | Sell |
3,390
-1,653
| -33% | -$364K | 0.03% | 210 |
|
|
2021
Q2 | $1.21M | Sell |
5,043
-82
| -2% | -$19.6K | 0.07% | 216 |
|
|
2021
Q1 | $1.31M | Sell |
5,125
-100
| -2% | -$25.5K | 0.08% | 200 |
|
|
2020
Q4 | $1.12M | Sell |
5,225
-2,276
| -30% | -$487K | 0.08% | 192 |
|
|
2020
Q3 | $1.24M | Buy |
7,501
+1,731
| +30% | +$286K | 0.07% | 190 |
|
|
2020
Q2 | $1.06M | Buy |
5,770
+3,748
| +185% | +$687K | 0.09% | 172 |
|
|
2020
Q1 | $302K | Sell |
2,022
-1,608
| -44% | -$240K | 0.05% | 190 |
|
|
2019
Q4 | $1.18M | Sell |
3,630
-46
| -1% | -$15K | 0.2% | 109 |
|
|
2019
Q3 | $1.4M | Sell |
3,676
-59
| -2% | -$22.5K | 0.3% | 92 |
|
|
2019
Q2 | $1.36M | Hold |
3,735
| – | – | 0.32% | 82 |
|
|
2019
Q1 | $1.43M | Buy |
3,735
+143
| +4% | +$54.6K | 0.34% | 79 |
|
|
2018
Q4 | $1.16M | Buy |
3,592
+2,070
| +136% | +$668K | 0.31% | 85 |
|
|
2018
Q3 | $566K | Buy |
1,522
+25
| +2% | +$9.3K | 0.13% | 115 |
|
|
2018
Q2 | $502K | Hold |
1,497
| – | – | 0.14% | 113 |
|
|
2018
Q1 | $491K | Buy |
1,497
+31
| +2% | +$10.2K | 0.15% | 115 |
|
|
2017
Q4 | $432K | Sell |
1,466
-314
| -18% | -$92.5K | 0.13% | 121 |
|
|
2017
Q3 | $453K | Hold |
1,780
| – | – | 0.15% | 114 |
|
|
2017
Q2 | $352K | Buy |
1,780
+85
| +5% | +$16.8K | 0.14% | 109 |
|
|
2017
Q1 | $302K | Sell |
1,695
-167
| -9% | -$29.8K | 0.13% | 116 |
|
|
2016
Q4 | $290K | Sell |
1,862
-66
| -3% | -$10.3K | 0.12% | 126 |
|
|
2016
Q3 | $275K | Buy |
+1,928
| New | +$275K | 0.12% | 132 |
|
|
2016
Q2 | – | Sell |
-1,822
| Closed | -$231K | – | 160 |
|
|
2016
Q1 | $231K | Buy |
+1,822
| New | +$231K | 0.11% | 134 |
|