J.W. Coons Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,129
| Closed | -$217K | – | 241 |
|
|
2022
Q1 | $217K | Buy |
1,129
+4
| +0.4% | +$769 | 0.06% | 246 |
|
|
2021
Q4 | $226K | Hold |
1,125
| – | – | 0.07% | 232 |
|
|
2021
Q3 | $247K | Sell |
1,125
-100
| -8% | -$22K | 0.08% | 212 |
|
|
2021
Q2 | $294K | Sell |
1,225
-200
| -14% | -$48K | 0.1% | 176 |
|
|
2021
Q1 | $362K | Sell |
1,425
-100
| -7% | -$25.4K | 0.13% | 158 |
|
|
2020
Q4 | $324K | Sell |
1,525
-760
| -33% | -$161K | 0.12% | 159 |
|
|
2020
Q3 | $381K | Buy |
2,285
+190
| +9% | +$31.7K | 0.16% | 140 |
|
|
2020
Q2 | $382K | Sell |
2,095
-1,805
| -46% | -$329K | 0.17% | 136 |
|
|
2020
Q1 | $581K | Buy |
+3,900
| New | +$581K | 0.31% | 92 |
|