Integrated Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $977K | Sell |
5,526
-87
| -2% | -$15.4K | 0.33% | 82 |
|
|
2016
Q4 | $874K | Buy |
5,613
+381
| +7% | +$59.3K | 0.33% | 83 |
|
|
2016
Q3 | $689K | Buy |
5,232
+392
| +8% | +$51.6K | 0.25% | 94 |
|
|
2016
Q2 | $629K | Hold |
4,840
| – | – | 0.24% | 87 |
|
|
2016
Q1 | $614K | Sell |
4,840
-22
| -0.5% | -$2.79K | 0.26% | 82 |
|
|
2015
Q4 | $703K | Sell |
4,862
-42
| -0.9% | -$6.07K | 0.3% | 77 |
|
|
2015
Q3 | $642K | Sell |
4,904
-5
| -0.1% | -$655 | 0.28% | 76 |
|
|
2015
Q2 | $681K | Buy |
4,909
+313
| +7% | +$43.4K | 0.26% | 80 |
|
|
2015
Q1 | $689K | Buy |
+4,596
| New | +$689K | 0.29% | 80 |
|