Hillcrest Wealth Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,300
| Closed | -$586K | – | 52 |
|
|
2021
Q1 | $586K | Hold |
2,300
| – | – | 0.36% | 32 |
|
|
2020
Q4 | $492K | Sell |
2,300
-489
| -18% | -$105K | 0.33% | 36 |
|
|
2020
Q3 | $461K | Buy |
2,789
+1,564
| +128% | +$259K | 0.33% | 42 |
|
|
2020
Q2 | $225K | Buy |
+1,225
| New | +$225K | 0.19% | 40 |
|
|
2020
Q1 | – | Sell |
-1,051
| Closed | -$342K | – | 42 |
|
|
2019
Q4 | $342K | Buy |
1,051
+1
| +0.1% | +$325 | 0.28% | 31 |
|
|
2019
Q3 | $400K | Hold |
1,050
| – | – | 0.34% | 31 |
|
|
2019
Q2 | $382K | Buy |
1,050
+50
| +5% | +$18.2K | 0.32% | 34 |
|
|
2019
Q1 | $381K | Hold |
1,000
| – | – | 0.33% | 31 |
|
|
2018
Q4 | $323K | Buy |
+1,000
| New | +$323K | 0.3% | 36 |
|