Johanson Financial Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.48M | Sell |
7,341
-59
| -0.8% | -$11.9K | 0.45% | 48 |
|
|
2021
Q3 | $1.63M | Sell |
7,400
-66
| -0.9% | -$14.5K | 0.56% | 43 |
|
|
2021
Q2 | $1.66M | Buy |
7,466
+39
| +0.5% | +$8.69K | 0.56% | 43 |
|
|
2021
Q1 | $1.88M | Buy |
7,427
+648
| +10% | +$164K | 0.68% | 38 |
|
|
2020
Q4 | $1.45M | Sell |
6,779
-629
| -8% | -$135K | 0.59% | 41 |
|
|
2020
Q3 | $1.27M | Sell |
7,408
-2,100
| -22% | -$359K | 0.57% | 43 |
|
|
2020
Q2 | $1.74M | Sell |
9,508
-54
| -0.6% | -$9.9K | 0.87% | 30 |
|
|
2020
Q1 | $1.43M | Sell |
9,562
-2,830,583
| -100% | -$422M | 0.82% | 33 |
|
|
2019
Q4 | $8.72M | Buy |
2,840,145
+2,832,137
| +35,366% | +$8.69M | 0.41% | 46 |
|
|
2019
Q3 | $3.05M | Buy |
8,008
+1,058
| +15% | +$403K | 1.59% | 21 |
|
|
2019
Q2 | $2.54M | Buy |
6,950
+337
| +5% | +$123K | 1.35% | 23 |
|
|
2019
Q1 | $2.53M | Buy |
6,613
+1,464
| +28% | +$559K | 1.42% | 23 |
|
|
2018
Q4 | $1.67M | Buy |
5,149
+172
| +3% | +$55.8K | 1.12% | 30 |
|
|
2018
Q3 | $1.85M | Buy |
4,977
+136
| +3% | +$50.7K | 1.07% | 29 |
|
|
2018
Q2 | $1.62M | Buy |
4,841
+94
| +2% | +$31.4K | 1.03% | 28 |
|
|
2018
Q1 | $1.56M | Buy |
4,747
+127
| +3% | +$41.7K | 1.03% | 28 |
|
|
2017
Q4 | $1.36M | Buy |
4,620
+649
| +16% | +$191K | 0.9% | 31 |
|
|
2017
Q3 | $1.01M | Buy |
3,971
+173
| +5% | +$43.9K | 0.74% | 35 |
|
|
2017
Q2 | $751K | Buy |
3,798
+154
| +4% | +$30.5K | 0.61% | 38 |
|
|
2017
Q1 | $643K | Buy |
+3,644
| New | +$643K | 0.57% | 41 |
|
|
2016
Q4 | – | Sell |
-3,792
| Closed | -$500K | – | 13 |
|
|
2016
Q3 | $500K | Sell |
3,792
-113
| -3% | -$14.9K | 0.54% | 45 |
|
|
2016
Q2 | $509K | Sell |
3,905
-59
| -1% | -$7.69K | 0.6% | 42 |
|
|
2016
Q1 | $503K | Buy |
3,964
+122
| +3% | +$15.5K | 0.62% | 41 |
|
|
2015
Q4 | $555K | Buy |
+3,842
| New | +$555K | 0.72% | 36 |
|