GW
GW & Wade’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.34M | Sell |
8,969
-197
| -2% | -$51.4K | 0.08% | 161 |
|
|
2023
Q3 | $1.76M | Buy |
9,166
+309
| +3% | +$59.2K | 0.07% | 174 |
|
|
2023
Q2 | $1.87M | Buy |
8,857
+272
| +3% | +$57.4K | 0.07% | 168 |
|
|
2023
Q1 | $1.82M | Sell |
8,585
-173
| -2% | -$36.8K | 0.07% | 162 |
|
|
2022
Q4 | $1.67M | Sell |
8,758
-83
| -0.9% | -$15.8K | 0.07% | 160 |
|
|
2022
Q3 | $1.07M | Sell |
8,841
-1,135
| -11% | -$137K | 0.05% | 175 |
|
|
2022
Q2 | $1.36M | Buy |
9,976
+565
| +6% | +$77.3K | 0.06% | 166 |
|
|
2022
Q1 | $1.8M | Sell |
9,411
-203
| -2% | -$38.9K | 0.08% | 140 |
|
|
2021
Q4 | $1.94M | Sell |
9,614
-173
| -2% | -$34.8K | 0.08% | 137 |
|
|
2021
Q3 | $2.15M | Sell |
9,787
-59
| -0.6% | -$13K | 0.1% | 128 |
|
|
2021
Q2 | $2.36M | Buy |
9,846
+242
| +3% | +$58K | 0.11% | 121 |
|
|
2021
Q1 | $2.45M | Buy |
9,604
+3,428
| +56% | +$873K | 0.13% | 106 |
|
|
2020
Q4 | $1.32M | Buy |
6,176
+2,526
| +69% | +$541K | 0.08% | 122 |
|
|
2020
Q3 | $603K | Sell |
3,650
-692
| -16% | -$114K | 0.05% | 141 |
|
|
2020
Q2 | $796K | Buy |
4,342
+1,588
| +58% | +$291K | 0.07% | 127 |
|
|
2020
Q1 | $411K | Sell |
2,754
-503
| -15% | -$75.1K | 0.04% | 145 |
|
|
2019
Q4 | $1.06M | Sell |
3,257
-40,126
| -92% | -$13.1M | 0.08% | 121 |
|
|
2019
Q3 | $16.5M | Buy |
43,383
+367
| +0.9% | +$140K | 1.41% | 20 |
|
|
2019
Q2 | $15.7M | Buy |
43,016
+487
| +1% | +$177K | 1.42% | 20 |
|
|
2019
Q1 | $16.2M | Buy |
42,529
+921
| +2% | +$351K | 1.53% | 18 |
|
|
2018
Q4 | $13.4M | Buy |
41,608
+847
| +2% | +$273K | 1.45% | 19 |
|
|
2018
Q3 | $15.2M | Buy |
40,761
+48
| +0.1% | +$17.9K | 1.61% | 14 |
|
|
2018
Q2 | $13.7M | Buy |
40,713
+6,756
| +20% | +$2.27M | 1.54% | 14 |
|
|
2018
Q1 | $11.1M | Sell |
33,957
-31,006
| -48% | -$10.2M | 1.29% | 24 |
|
|
2017
Q4 | $19.2M | Sell |
64,963
-961
| -1% | -$283K | 2.2% | 9 |
|
|
2017
Q3 | $16.8M | Sell |
65,924
-2,210
| -3% | -$562K | 2.03% | 9 |
|
|
2017
Q2 | $13.5M | Buy |
68,134
+218
| +0.3% | +$43.1K | 1.71% | 13 |
|
|
2017
Q1 | $12M | Buy |
67,916
+27,770
| +69% | +$4.91M | 1.58% | 16 |
|
|
2016
Q4 | $6.25M | Buy |
40,146
+323
| +0.8% | +$50.3K | 1.03% | 25 |
|
|
2016
Q3 | $5.25M | Buy |
39,823
+1,617
| +4% | +$213K | 0.94% | 34 |
|
|
2016
Q2 | $4.96M | Buy |
38,206
+35,384
| +1,254% | +$4.6M | 0.85% | 33 |
|
|
2016
Q1 | $358K | Buy |
2,822
+214
| +8% | +$27.1K | 0.07% | 145 |
|
|
2015
Q4 | $377K | Buy |
2,608
+150
| +6% | +$21.7K | 0.08% | 139 |
|
|
2015
Q3 | $322K | Sell |
2,458
-39
| -2% | -$5.11K | 0.07% | 151 |
|
|
2015
Q2 | $346K | Buy |
2,497
+861
| +53% | +$119K | 0.07% | 176 |
|
|
2015
Q1 | $246K | Buy |
+1,636
| New | +$246K | 0.05% | 207 |
|