Gould Asset Management’s Boeing BA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-3,333
Closed -$798K 137
2021
Q2
$798K Hold
3,333
0.23% 56
2021
Q1
$849K Sell
3,333
-65
-2% -$16.6K 0.26% 51
2020
Q4
$727K Sell
3,398
-82
-2% -$17.5K 0.22% 56
2020
Q3
$575K Buy
3,480
+82
+2% +$13.5K 0.19% 60
2020
Q2
$623K Hold
3,398
0.22% 54
2020
Q1
$507K Hold
3,398
0.19% 55
2019
Q4
$1.11M Hold
3,398
0.37% 39
2019
Q3
$1.29M Hold
3,398
0.46% 35
2019
Q2
$1.24M Buy
3,398
+65
+2% +$23.7K 0.45% 35
2019
Q1
$1.27M Hold
3,333
0.48% 33
2018
Q4
$1.08M Hold
3,333
0.45% 34
2018
Q3
$1.24M Buy
3,333
+32
+1% +$11.9K 0.49% 33
2018
Q2
$1.11M Hold
3,301
0.48% 30
2018
Q1
$1.08M Hold
3,301
0.47% 31
2017
Q4
$973K Hold
3,301
0.42% 40
2017
Q3
$839K Hold
3,301
0.38% 41
2017
Q2
$653K Hold
3,301
0.32% 47
2017
Q1
$584K Hold
3,301
0.29% 48
2016
Q4
$514K Hold
3,301
0.26% 54
2016
Q3
$435K Hold
3,301
0.23% 60
2016
Q2
$429K Sell
3,301
-500
-13% -$65K 0.23% 60
2016
Q1
$482K Sell
3,801
-5
-0.1% -$634 0.26% 49
2015
Q4
$550K Hold
3,806
0.29% 47
2015
Q3
$498K Buy
3,806
+5
+0.1% +$654 0.28% 56
2015
Q2
$527K Hold
3,801
0.27% 57
2015
Q1
$570K Hold
3,801
0.28% 51
2014
Q4
$494K Sell
3,801
-800
-17% -$104K 0.24% 53
2014
Q3
$586K Hold
4,601
0.28% 45
2014
Q2
$585K Hold
4,601
0.28% 45
2014
Q1
$577K Buy
4,601
+775
+20% +$97.2K 0.31% 46
2013
Q4
$522K Buy
3,826
+100
+3% +$13.6K 0.3% 42
2013
Q3
$438K Hold
3,726
0.28% 51
2013
Q2
$382K Buy
+3,726
New +$382K 0.24% 52