Keystone Financial Planning’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-13,631
| Closed | -$4.44M | – | 46 |
|
|
2019
Q4 | $4.44M | Sell |
13,631
-462
| -3% | -$150K | 1.98% | 26 |
|
|
2019
Q3 | $5.36M | Sell |
14,093
-94
| -0.7% | -$35.8K | 2.56% | 22 |
|
|
2019
Q2 | $5.16M | Sell |
14,187
-21
| -0.1% | -$7.64K | 2.53% | 21 |
|
|
2019
Q1 | $5.42M | Hold |
14,208
| – | – | 2.67% | 19 |
|
|
2018
Q4 | $4.58M | Sell |
14,208
-392
| -3% | -$126K | 2.56% | 19 |
|
|
2018
Q3 | $5.43M | Hold |
14,600
| – | – | 2.77% | 18 |
|
|
2018
Q2 | $4.9M | Sell |
14,600
-25
| -0.2% | -$8.39K | 2.7% | 21 |
|
|
2018
Q1 | $4.8M | Sell |
14,625
-9,775
| -40% | -$3.2M | 2.67% | 20 |
|
|
2017
Q4 | $7.2M | Sell |
24,400
-17,523
| -42% | -$5.17M | 3.84% | 7 |
|
|
2017
Q3 | $10.7M | Sell |
41,923
-1,407
| -3% | -$358K | 6.04% | 1 |
|
|
2017
Q2 | $8.57M | Buy |
43,330
+265
| +0.6% | +$52.4K | 5.19% | 1 |
|
|
2017
Q1 | $7.62M | Buy |
43,065
+276
| +0.6% | +$48.8K | 4.73% | 1 |
|
|
2016
Q4 | $6.66M | Buy |
42,789
+190
| +0.4% | +$29.6K | 4.35% | 4 |
|
|
2016
Q3 | $5.61M | Buy |
42,599
+675
| +2% | +$88.9K | 3.69% | 7 |
|
|
2016
Q2 | $5.45M | Buy |
41,924
+2,242
| +6% | +$291K | 3.69% | 9 |
|
|
2016
Q1 | $5.04M | Buy |
+39,682
| New | +$5.04M | 3.61% | 7 |
|