Intercontinental Wealth Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $429K | Sell |
2,034
-63
| -3% | -$13.3K | 0.1% | 203 |
|
|
2023
Q1 | $445K | Sell |
2,097
-3
| -0.1% | -$637 | 0.11% | 207 |
|
|
2022
Q4 | $400K | Sell |
2,100
-12
| -0.6% | -$2.29K | 0.12% | 194 |
|
|
2022
Q3 | $256K | Sell |
2,112
-37
| -2% | -$4.49K | 0.08% | 239 |
|
|
2022
Q2 | $294K | Buy |
2,149
+60
| +3% | +$8.21K | 0.08% | 230 |
|
|
2022
Q1 | $400K | Buy |
2,089
+4
| +0.2% | +$766 | 0.09% | 205 |
|
|
2021
Q4 | $420K | Buy |
2,085
+4
| +0.2% | +$806 | 0.09% | 206 |
|
|
2021
Q3 | $458K | Sell |
2,081
-271
| -12% | -$59.6K | 0.11% | 179 |
|
|
2021
Q2 | $563K | Buy |
2,352
+117
| +5% | +$28K | 0.11% | 163 |
|
|
2021
Q1 | $569K | Sell |
2,235
-124
| -5% | -$31.6K | 0.12% | 147 |
|
|
2020
Q4 | $505K | Buy |
2,359
+40
| +2% | +$8.56K | 0.12% | 146 |
|
|
2020
Q3 | $383K | Sell |
2,319
-516
| -18% | -$85.2K | 0.11% | 137 |
|
|
2020
Q2 | $520K | Buy |
+2,835
| New | +$520K | 0.17% | 100 |
|
|
2020
Q1 | – | Sell |
-815
| Closed | -$269K | – | 164 |
|
|
2019
Q4 | $269K | Buy |
815
+246
| +43% | +$81.2K | 0.22% | 75 |
|
|
2019
Q3 | $216K | Sell |
569
-15
| -3% | -$5.69K | 0.13% | 123 |
|
|
2019
Q2 | $213K | Hold |
584
| – | – | 0.11% | 118 |
|
|
2019
Q1 | $223K | Sell |
584
-160
| -22% | -$61.1K | 0.11% | 120 |
|
|
2018
Q4 | $240K | Buy |
744
+61
| +9% | +$19.7K | 0.13% | 106 |
|
|
2018
Q3 | $254K | Sell |
683
-366
| -35% | -$136K | 0.13% | 113 |
|
|
2018
Q2 | $352K | Buy |
1,049
+134
| +15% | +$45K | 0.2% | 75 |
|
|
2018
Q1 | $300K | Sell |
915
-500
| -35% | -$164K | 0.17% | 95 |
|
|
2017
Q4 | $417K | Buy |
1,415
+415
| +42% | +$122K | 0.23% | 65 |
|
|
2017
Q3 | $254K | Buy |
+1,000
| New | +$254K | 0.16% | 105 |
|
|
2017
Q2 | – | Sell |
-2,318
| Closed | -$410K | – | 129 |
|
|
2017
Q1 | $410K | Sell |
2,318
-47
| -2% | -$8.31K | 0.25% | 78 |
|
|
2016
Q4 | $368K | Buy |
2,365
+82
| +4% | +$12.8K | 0.24% | 82 |
|
|
2016
Q3 | $301K | Sell |
2,283
-18
| -0.8% | -$2.37K | 0.21% | 94 |
|
|
2016
Q2 | $299K | Sell |
2,301
-6
| -0.3% | -$780 | 0.22% | 92 |
|
|
2016
Q1 | $293K | Buy |
2,307
+52
| +2% | +$6.6K | 0.22% | 93 |
|
|
2015
Q4 | $326K | Buy |
+2,255
| New | +$326K | 0.22% | 93 |
|