Genovese Burford & Brothers Wealth & Retirement Plan Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $210K | Buy |
+982
| New | +$210K | 0.05% | 112 |
|
|
2020
Q2 | – | Sell |
-1,447
| Closed | -$216K | – | 90 |
|
|
2020
Q1 | $216K | Buy |
1,447
+549
| +61% | +$82K | 0.06% | 82 |
|
|
2019
Q4 | $293K | Buy |
+898
| New | +$293K | 0.07% | 87 |
|
|
2019
Q3 | – | Sell |
-594
| Closed | -$216K | – | 107 |
|
|
2019
Q2 | $216K | Buy |
594
+13
| +2% | +$4.73K | 0.06% | 99 |
|
|
2019
Q1 | $222K | Buy |
+581
| New | +$222K | 0.06% | 89 |
|
|
2018
Q4 | – | Sell |
-556
| Closed | -$207K | – | 88 |
|
|
2018
Q3 | $207K | Buy |
556
+50
| +10% | +$18.6K | 0.07% | 90 |
|
|
2018
Q2 | $170K | Sell |
506
-50
| -9% | -$16.8K | 0.06% | 86 |
|
|
2018
Q1 | $182K | Hold |
556
| – | – | 0.07% | 80 |
|
|
2017
Q4 | $198K | Buy |
556
+514
| +1,224% | +$183K | 0.52% | 39 |
|
|
2017
Q3 | $10K | Sell |
42
-75
| -64% | -$17.9K | ﹤0.01% | 278 |
|
|
2017
Q2 | $23K | Hold |
117
| – | – | 0.01% | 201 |
|
|
2017
Q1 | $21K | Sell |
117
-117
| -50% | -$21K | 0.01% | 229 |
|
|
2016
Q4 | $38K | Buy |
234
+117
| +100% | +$19K | 0.01% | 185 |
|
|
2016
Q3 | $15K | Sell |
117
-53
| -31% | -$6.8K | 0.01% | 263 |
|
|
2016
Q2 | $22K | Sell |
170
-75
| -31% | -$9.71K | 0.01% | 208 |
|
|
2016
Q1 | $31K | Sell |
245
-184
| -43% | -$23.3K | 0.01% | 167 |
|
|
2015
Q4 | $62K | Buy |
+429
| New | +$62K | 0.03% | 110 |
|