Huber Financial Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-700
| Closed | -$228K | – | 112 |
|
|
2019
Q4 | $228K | Buy |
700
+50
| +8% | +$16.3K | 0.08% | 111 |
|
|
2019
Q3 | $247K | Sell |
650
-21
| -3% | -$7.98K | 0.1% | 107 |
|
|
2019
Q2 | $244K | Buy |
671
+21
| +3% | +$7.64K | 0.11% | 106 |
|
|
2019
Q1 | $248K | Buy |
+650
| New | +$248K | 0.12% | 100 |
|
|
2018
Q4 | – | Sell |
-570
| Closed | -$212K | – | 99 |
|
|
2018
Q3 | $212K | Buy |
+570
| New | +$212K | 0.16% | 96 |
|