Independence Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $221K | Hold |
1,338
| – | – | 0.05% | 93 |
|
|
2020
Q2 | $245K | Sell |
1,338
-67
| -5% | -$12.3K | 0.06% | 83 |
|
|
2020
Q1 | $209K | Buy |
1,405
+2
| +0.1% | +$298 | 0.06% | 77 |
|
|
2019
Q4 | $457K | Sell |
1,403
-32
| -2% | -$10.4K | 0.11% | 53 |
|
|
2019
Q3 | $546K | Sell |
1,435
-25
| -2% | -$9.51K | 0.13% | 50 |
|
|
2019
Q2 | $531K | Buy |
1,460
+108
| +8% | +$39.3K | 0.14% | 52 |
|
|
2019
Q1 | $516K | Hold |
1,352
| – | – | 0.15% | 50 |
|
|
2018
Q4 | $436K | Sell |
1,352
-7
| -0.5% | -$2.26K | 0.15% | 52 |
|
|
2018
Q3 | $505K | Buy |
1,359
+11
| +0.8% | +$4.09K | 0.15% | 44 |
|
|
2018
Q2 | $452K | Buy |
1,348
+27
| +2% | +$9.05K | 0.14% | 47 |
|
|
2018
Q1 | $433K | Sell |
1,321
-10
| -0.8% | -$3.28K | 0.14% | 46 |
|
|
2017
Q4 | $393K | Hold |
1,331
| – | – | 0.13% | 50 |
|
|
2017
Q3 | $338K | Hold |
1,331
| – | – | 0.13% | 47 |
|
|
2017
Q2 | $263K | Sell |
1,331
-16
| -1% | -$3.16K | 0.1% | 61 |
|
|
2017
Q1 | $238K | Hold |
1,347
| – | – | 0.1% | 64 |
|
|
2016
Q4 | $210K | Buy |
+1,347
| New | +$210K | 0.09% | 65 |
|