Genovese Burford & Brothers Wealth & Retirement Plan Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $210K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $216K | Buy |
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|
2019
Q4 | $293K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $216K | Buy |
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|
2019
Q1 | $222K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $207K | Buy |
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|
2018
Q2 | $170K | Sell |
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|
2018
Q1 | $182K | Hold |
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|
2017
Q4 | $198K | Buy |
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|
2017
Q3 | $10K | Sell |
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|
2017
Q2 | $23K | Hold |
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|
2017
Q1 | $21K | Sell |
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|
2016
Q4 | $38K | Buy |
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|
2016
Q3 | $15K | Sell |
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|
2016
Q2 | $22K | Sell |
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|
2016
Q1 | $31K | Sell |
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|
2015
Q4 | $62K | Buy |
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