Financial Architects (New Jersey)’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $204K | Sell |
965
-90
| -9% | -$19K | 0.03% | 309 |
|
|
2023
Q1 | $224K | Sell |
1,055
-30
| -3% | -$6.37K | 0.04% | 298 |
|
|
2022
Q4 | $207K | Buy |
+1,085
| New | +$207K | 0.03% | 313 |
|
|
2022
Q2 | – | Sell |
-1,217
| Closed | -$233K | – | 59 |
|
|
2022
Q1 | $233K | Sell |
1,217
-4,729
| -80% | -$905K | 0.03% | 304 |
|
|
2021
Q4 | $1.2M | Buy |
5,946
+4,127
| +227% | +$831K | 0.16% | 133 |
|
|
2021
Q3 | $400K | Sell |
1,819
-400
| -18% | -$88K | 0.06% | 227 |
|
|
2021
Q2 | $532K | Buy |
2,219
+402
| +22% | +$96.4K | 0.08% | 188 |
|
|
2021
Q1 | $463K | Sell |
1,817
-100
| -5% | -$25.5K | 0.07% | 202 |
|
|
2020
Q4 | $410K | Sell |
1,917
-508
| -21% | -$109K | 0.08% | 188 |
|
|
2020
Q3 | $401K | Hold |
2,425
| – | – | 0.09% | 171 |
|
|
2020
Q2 | $445K | Sell |
2,425
-478
| -16% | -$87.7K | 0.1% | 151 |
|
|
2020
Q1 | $433K | Sell |
2,903
-99
| -3% | -$14.8K | 0.12% | 139 |
|
|
2019
Q4 | $978K | Sell |
3,002
-1,247
| -29% | -$406K | 0.21% | 93 |
|
|
2019
Q3 | $1.62M | Buy |
4,249
+78
| +2% | +$29.7K | 0.38% | 59 |
|
|
2019
Q2 | $1.52M | Sell |
4,171
-350
| -8% | -$127K | 0.28% | 76 |
|
|
2019
Q1 | $1.73M | Buy |
4,521
+133
| +3% | +$50.7K | 0.29% | 68 |
|
|
2018
Q4 | $1.42M | Sell |
4,388
-32
| -0.7% | -$10.3K | 0.27% | 72 |
|
|
2018
Q3 | $1.64M | Sell |
4,420
-50
| -1% | -$18.6K | 0.27% | 68 |
|
|
2018
Q2 | $1.5M | Buy |
4,470
+353
| +9% | +$118K | 0.27% | 69 |
|
|
2018
Q1 | $1.35M | Sell |
4,117
-446
| -10% | -$146K | 0.26% | 67 |
|
|
2017
Q4 | $1.35M | Buy |
4,563
+55
| +1% | +$16.2K | 0.22% | 78 |
|
|
2017
Q3 | $1.15M | Buy |
4,508
+729
| +19% | +$185K | 0.2% | 90 |
|
|
2017
Q2 | $747K | Buy |
3,779
+49
| +1% | +$9.69K | 0.13% | 113 |
|
|
2017
Q1 | $660K | Sell |
3,730
-881
| -19% | -$156K | 0.12% | 122 |
|
|
2016
Q4 | $718K | Buy |
4,611
+352
| +8% | +$54.8K | 0.17% | 110 |
|
|
2016
Q3 | $561K | Buy |
4,259
+1,029
| +32% | +$136K | 0.15% | 124 |
|
|
2016
Q2 | $419K | Buy |
3,230
+1,997
| +162% | +$259K | 0.12% | 146 |
|
|
2016
Q1 | $157K | Sell |
1,233
-155
| -11% | -$19.7K | 0.06% | 220 |
|
|
2015
Q4 | $201K | Buy |
+1,388
| New | +$201K | 0.08% | 203 |
|
|
2015
Q3 | – | Sell |
-728
| Closed | -$101K | – | 265 |
|
|
2015
Q2 | $101K | Buy |
728
+113
| +18% | +$15.7K | 0.04% | 297 |
|
|
2015
Q1 | $92K | Hold |
615
| – | – | 0.04% | 295 |
|
|
2014
Q4 | $80K | Sell |
615
-960
| -61% | -$125K | 0.03% | 282 |
|
|
2014
Q3 | $140K | Buy |
1,575
+834
| +113% | +$74.1K | 0.07% | 185 |
|
|
2014
Q2 | $94K | Buy |
+741
| New | +$94K | 0.05% | 234 |
|
|
2014
Q1 | – | Sell |
-2,186
| Closed | -$298K | – | 150 |
|
|
2013
Q4 | $298K | Buy |
2,186
+1,229
| +128% | +$168K | 0.17% | 111 |
|
|
2013
Q3 | $113K | Buy |
957
+221
| +30% | +$26.1K | 0.07% | 170 |
|
|
2013
Q2 | $75K | Buy |
+736
| New | +$75K | 0.06% | 200 |
|