Guardian Capital Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,275
| Closed | -$521K | – | 171 |
|
|
2023
Q4 | $521K | Sell |
2,275
-450
| -17% | -$103K | 0.05% | 128 |
|
|
2023
Q3 | $534K | Sell |
2,725
-1,025
| -27% | -$201K | 0.06% | 123 |
|
|
2023
Q2 | $814K | Buy |
+3,750
| New | +$814K | 0.09% | 104 |
|
|
2022
Q1 | – | Sell |
-5,820
| Closed | -$1.27M | – | 172 |
|
|
2021
Q4 | $1.27M | Sell |
5,820
-1,250
| -18% | -$272K | 0.12% | 95 |
|
|
2021
Q3 | $1.58M | Sell |
7,070
-1,500
| -18% | -$336K | 0.16% | 83 |
|
|
2021
Q2 | $2.03M | Buy |
8,570
+355
| +4% | +$84K | 0.21% | 79 |
|
|
2021
Q1 | $2.07M | Buy |
8,215
+4,690
| +133% | +$1.18M | 0.24% | 75 |
|
|
2020
Q4 | $746K | Buy |
+3,525
| New | +$746K | 0.1% | 98 |
|
|
2020
Q1 | – | Sell |
-2,740
| Closed | -$911K | – | 137 |
|
|
2019
Q4 | $911K | Sell |
2,740
-125
| -4% | -$41.6K | 0.11% | 93 |
|
|
2019
Q3 | $1.05M | Sell |
2,865
-20
| -0.7% | -$7.34K | 0.14% | 86 |
|
|
2019
Q2 | $1.02M | Sell |
2,885
-700
| -20% | -$248K | 0.14% | 91 |
|
|
2019
Q1 | $1.36M | Sell |
3,585
-2,016
| -36% | -$766K | 0.18% | 83 |
|
|
2018
Q4 | $1.96M | Sell |
5,601
-387
| -6% | -$136K | 0.29% | 70 |
|
|
2018
Q3 | $2.31M | Sell |
5,988
-420
| -7% | -$162K | 0.31% | 71 |
|
|
2018
Q2 | $2.28M | Sell |
6,408
-330
| -5% | -$118K | 0.31% | 74 |
|
|
2018
Q1 | $2.22M | Sell |
6,738
-700
| -9% | -$231K | 0.31% | 77 |
|
|
2017
Q4 | $2.51M | Sell |
7,438
-92
| -1% | -$31.1K | 0.33% | 73 |
|
|
2017
Q3 | $1.99M | Sell |
7,530
-200
| -3% | -$53K | 0.27% | 80 |
|
|
2017
Q2 | $1.59M | Sell |
7,730
-50
| -0.6% | -$10.3K | 0.23% | 84 |
|
|
2017
Q1 | $1.38M | Sell |
7,780
-205
| -3% | -$36.4K | 0.2% | 87 |
|
|
2016
Q4 | $1.27M | Sell |
7,985
-348
| -4% | -$55.2K | 0.18% | 91 |
|
|
2016
Q3 | $1.1M | Sell |
8,333
-2,315
| -22% | -$304K | 0.2% | 89 |
|
|
2016
Q2 | $1.32M | Sell |
10,648
-1,925
| -15% | -$239K | 0.25% | 86 |
|
|
2016
Q1 | $1.6M | Buy |
12,573
+1,175
| +10% | +$149K | 0.3% | 80 |
|
|
2015
Q4 | $1.55M | Sell |
11,398
-507
| -4% | -$68.9K | 0.32% | 76 |
|
|
2015
Q3 | $1.51M | Buy |
11,905
+600
| +5% | +$76.2K | 0.31% | 75 |
|
|
2015
Q2 | $1.68M | Sell |
11,305
-860
| -7% | -$128K | 0.32% | 75 |
|
|
2015
Q1 | $2.25M | Sell |
12,165
-660
| -5% | -$122K | 0.34% | 74 |
|
|
2014
Q4 | $1.98M | Buy |
12,825
+3,640
| +40% | +$561K | 0.32% | 74 |
|
|
2014
Q3 | $1.29M | Buy |
9,185
+915
| +11% | +$129K | 0.21% | 89 |
|
|
2014
Q2 | $1.06M | Buy |
8,270
+215
| +3% | +$27.5K | 0.19% | 98 |
|
|
2014
Q1 | $1.03M | Buy |
8,055
+1,400
| +21% | +$178K | 0.2% | 99 |
|
|
2013
Q4 | $955K | Buy |
6,655
+1,655
| +33% | +$237K | 0.19% | 100 |
|
|
2013
Q3 | $590K | Buy |
+5,000
| New | +$590K | 0.13% | 116 |
|