Hefty Wealth Partners’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $167K | Hold |
510
| – | – | 0.11% | 93 |
|
|
2017
Q4 | $150K | Hold |
510
| – | – | 0.09% | 91 |
|
|
2017
Q3 | $130K | Hold |
510
| – | – | 0.09% | 88 |
|
|
2017
Q2 | $100K | Sell |
510
-3,666
| -88% | -$719K | 0.07% | 94 |
|
|
2017
Q1 | $738K | Buy |
4,176
+3,666
| +719% | +$648K | 0.54% | 69 |
|
|
2016
Q4 | $79K | Sell |
510
-8,405
| -94% | -$1.3M | 0.07% | 94 |
|
|
2016
Q3 | $1.17M | Buy |
8,915
+762
| +9% | +$100K | 0.89% | 34 |
|
|
2016
Q2 | $1.06M | Buy |
+8,153
| New | +$1.06M | 0.87% | 42 |
|