Jackson Grant Investment Advisers’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-14
| Closed | -$2.7K | – | 397 |
|
|
2024
Q1 | $2.7K | Hold |
14
| – | – | ﹤0.01% | 342 |
|
|
2023
Q4 | $3.65K | Hold |
14
| – | – | ﹤0.01% | 316 |
|
|
2023
Q3 | $2.68K | Hold |
14
| – | – | ﹤0.01% | 330 |
|
|
2023
Q2 | $2.96K | Hold |
14
| – | – | ﹤0.01% | 337 |
|
|
2023
Q1 | $2.97K | Buy |
+14
| New | +$2.97K | ﹤0.01% | 363 |
|
|
2021
Q1 | – | Sell |
-700
| Closed | -$150K | – | 368 |
|
|
2020
Q4 | $150K | Buy |
+700
| New | +$150K | 0.08% | 109 |
|
|
2020
Q1 | – | Sell |
-241
| Closed | -$79K | – | 217 |
|
|
2019
Q4 | $79K | Buy |
241
+1
| +0.4% | +$328 | 0.04% | 129 |
|
|
2019
Q3 | $91K | Buy |
240
+1
| +0.4% | +$379 | 0.05% | 124 |
|
|
2019
Q2 | $87K | Buy |
239
+1
| +0.4% | +$364 | 0.05% | 123 |
|
|
2019
Q1 | $91K | Buy |
238
+1
| +0.4% | +$382 | 0.05% | 118 |
|
|
2018
Q4 | $76K | Buy |
237
+59
| +33% | +$18.9K | 0.05% | 124 |
|
|
2018
Q3 | $66K | Buy |
178
+1
| +0.6% | +$371 | 0.04% | 134 |
|
|
2018
Q2 | $59K | Buy |
177
+1
| +0.6% | +$333 | 0.04% | 140 |
|
|
2018
Q1 | $58K | Hold |
176
| – | – | 0.04% | 137 |
|
|
2017
Q4 | $52K | Sell |
176
-659
| -79% | -$195K | 0.04% | 140 |
|
|
2017
Q3 | $212K | Buy |
835
+1
| +0.1% | +$254 | 0.15% | 72 |
|
|
2017
Q2 | $165K | Buy |
834
+2
| +0.2% | +$396 | 0.13% | 79 |
|
|
2017
Q1 | $147K | Buy |
832
+1
| +0.1% | +$177 | 0.12% | 79 |
|
|
2016
Q4 | $129K | Buy |
831
+1
| +0.1% | +$155 | 0.11% | 79 |
|
|
2016
Q3 | $109K | Buy |
830
+461
| +125% | +$60.5K | 0.09% | 80 |
|
|
2016
Q2 | $48K | Buy |
369
+3
| +0.8% | +$390 | 0.04% | 109 |
|
|
2016
Q1 | $46K | Hold |
366
| – | – | 0.04% | 106 |
|
|
2015
Q4 | $53K | Buy |
+366
| New | +$53K | 0.05% | 104 |
|