Icon Wealth Partners’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $448K | Sell |
2,337
-955
| -29% | -$183K | 0.05% | 181 |
|
|
2023
Q2 | $695K | Buy |
3,292
+198
| +6% | +$41.8K | 0.07% | 162 |
|
|
2023
Q1 | $657K | Buy |
+3,094
| New | +$657K | 0.07% | 167 |
|
|
2022
Q2 | $326K | Buy |
2,387
+56
| +2% | +$7.65K | 0.04% | 238 |
|
|
2022
Q1 | $446K | Buy |
2,331
+294
| +14% | +$56.3K | 0.04% | 220 |
|
|
2021
Q4 | $410K | Buy |
2,037
+448
| +28% | +$90.2K | 0.04% | 227 |
|
|
2021
Q3 | $349K | Buy |
1,589
+1
| +0.1% | +$220 | 0.04% | 260 |
|
|
2021
Q2 | $380K | Sell |
1,588
-227
| -13% | -$54.3K | 0.04% | 260 |
|
|
2021
Q1 | $462K | Buy |
1,815
+309
| +21% | +$78.7K | 0.06% | 219 |
|
|
2020
Q4 | $322K | Buy |
1,506
+11
| +0.7% | +$2.35K | 0.05% | 220 |
|
|
2020
Q3 | $247K | Sell |
1,495
-3,154
| -68% | -$521K | 0.05% | 224 |
|
|
2020
Q2 | $852K | Buy |
+4,649
| New | +$852K | 0.21% | 92 |
|
|
2020
Q1 | – | Sell |
-851
| Closed | -$277K | – | 159 |
|
|
2019
Q4 | $277K | Buy |
851
+187
| +28% | +$60.9K | 0.09% | 131 |
|
|
2019
Q3 | $253K | Buy |
+664
| New | +$253K | 0.09% | 128 |
|
|
2019
Q2 | – | Sell |
-501
| Closed | -$191K | – | 218 |
|
|
2019
Q1 | $191K | Buy |
501
+138
| +38% | +$52.6K | 0.07% | 156 |
|
|
2018
Q4 | $117K | Sell |
363
-28
| -7% | -$9.03K | 0.06% | 194 |
|
|
2018
Q3 | $145K | Buy |
391
+17
| +5% | +$6.3K | 0.06% | 212 |
|
|
2018
Q2 | $125K | Buy |
+374
| New | +$125K | 0.05% | 209 |
|