First Personal Financial Services’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $49.6K | Buy |
326
+2
| +0.6% | +$304 | 0.01% | 197 |
|
|
2024
Q2 | $59K | Hold |
324
| – | – | 0.01% | 185 |
|
|
2024
Q1 | $62.5K | Hold |
324
| – | – | 0.01% | 176 |
|
|
2023
Q4 | $84.5K | Hold |
324
| – | – | 0.02% | 171 |
|
|
2023
Q3 | $62.1K | Sell |
324
-10
| -3% | -$1.92K | 0.02% | 185 |
|
|
2023
Q2 | $70.5K | Buy |
334
+10
| +3% | +$2.11K | 0.02% | 183 |
|
|
2023
Q1 | $68.8K | Hold |
324
| – | – | 0.02% | 184 |
|
|
2022
Q4 | $61.7K | Hold |
324
| – | – | 0.02% | 190 |
|
|
2022
Q3 | $39K | Hold |
324
| – | – | 0.01% | 213 |
|
|
2022
Q2 | $44K | Hold |
324
| – | – | 0.01% | 182 |
|
|
2022
Q1 | $62K | Buy |
324
+90
| +38% | +$17.2K | 0.01% | 173 |
|
|
2021
Q4 | $47K | Hold |
234
| – | – | 0.01% | 198 |
|
|
2021
Q3 | $51K | Hold |
234
| – | – | 0.01% | 194 |
|
|
2021
Q2 | $56K | Buy |
234
+174
| +290% | +$41.6K | 0.01% | 187 |
|
|
2021
Q1 | $15K | Hold |
60
| – | – | ﹤0.01% | 257 |
|
|
2020
Q4 | $13K | Sell |
60
-45
| -43% | -$9.75K | ﹤0.01% | 267 |
|
|
2020
Q3 | $17K | Sell |
105
-12
| -10% | -$1.94K | 0.01% | 236 |
|
|
2020
Q2 | $21K | Hold |
117
| – | – | 0.01% | 224 |
|
|
2020
Q1 | $17K | Sell |
117
-14
| -11% | -$2.03K | 0.01% | 228 |
|
|
2019
Q4 | $43K | Sell |
131
-265
| -67% | -$87K | 0.01% | 205 |
|
|
2019
Q3 | $151K | Sell |
396
-335
| -46% | -$128K | 0.05% | 143 |
|
|
2019
Q2 | $266K | Buy |
731
+23
| +3% | +$8.37K | 0.08% | 148 |
|
|
2019
Q1 | $270K | Sell |
708
-14
| -2% | -$5.34K | 0.08% | 147 |
|
|
2018
Q4 | $233K | Sell |
722
-24
| -3% | -$7.75K | 0.08% | 151 |
|
|
2018
Q3 | $277K | Buy |
746
+158
| +27% | +$58.7K | 0.09% | 146 |
|
|
2018
Q2 | $197K | Sell |
588
-1,589
| -73% | -$532K | 0.07% | 163 |
|
|
2018
Q1 | $714K | Sell |
2,177
-744
| -25% | -$244K | 0.16% | 120 |
|
|
2017
Q4 | $862K | Buy |
2,921
+682
| +30% | +$201K | 0.17% | 113 |
|
|
2017
Q3 | $570K | Buy |
2,239
+30
| +1% | +$7.64K | 0.12% | 135 |
|
|
2017
Q2 | $436K | Buy |
2,209
+785
| +55% | +$155K | 0.1% | 153 |
|
|
2017
Q1 | $252K | Buy |
1,424
+307
| +27% | +$54.3K | 0.06% | 169 |
|
|
2016
Q4 | $174K | Sell |
1,117
-2,575
| -70% | -$401K | 0.05% | 205 |
|
|
2016
Q3 | $487K | Hold |
3,692
| – | – | 0.14% | 116 |
|
|
2016
Q2 | $479K | Buy |
3,692
+3,362
| +1,019% | +$436K | 0.16% | 110 |
|
|
2016
Q1 | $42K | Buy |
330
+250
| +313% | +$31.8K | 0.02% | 188 |
|
|
2015
Q4 | $12K | Sell |
80
-25
| -24% | -$3.75K | 0.01% | 278 |
|
|
2015
Q3 | $14K | Buy |
105
+25
| +31% | +$3.33K | 0.01% | 258 |
|
|
2015
Q2 | $12K | Hold |
80
| – | – | 0.01% | 265 |
|
|
2015
Q1 | $13K | Sell |
80
-130
| -62% | -$21.1K | 0.01% | 256 |
|
|
2014
Q4 | $27K | Buy |
+210
| New | +$27K | 0.02% | 188 |
|