Mariner Independent Advisor Network’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $5.91M | Buy |
48,825
+4,445
| +10% | +$538K | 0.25% | 95 |
|
|
2022
Q2 | $6.17M | Buy |
44,380
+4,848
| +12% | +$674K | 0.26% | 93 |
|
|
2022
Q1 | $7.53M | Buy |
39,532
+10,575
| +37% | +$2.01M | 0.29% | 86 |
|
|
2021
Q4 | $5.97M | Buy |
+28,957
| New | +$5.97M | 0.28% | 85 |
|
|
2021
Q3 | – | Sell |
-28,937
| Closed | -$6.93M | – | 471 |
|
|
2021
Q2 | $6.93M | Buy |
28,937
+1,009
| +4% | +$242K | 0.31% | 70 |
|
|
2021
Q1 | $7.11M | Sell |
27,928
-11,402
| -29% | -$2.9M | 0.37% | 58 |
|
|
2020
Q4 | $8.42M | Buy |
39,330
+17,053
| +77% | +$3.65M | 0.45% | 45 |
|
|
2020
Q3 | $3.68M | Sell |
22,277
-11,934
| -35% | -$1.97M | 0.31% | 84 |
|
|
2020
Q2 | $6.22M | Buy |
34,211
+6,215
| +22% | +$1.13M | 0.57% | 40 |
|
|
2020
Q1 | $3.83M | Buy |
27,996
+9,367
| +50% | +$1.28M | 0.35% | 77 |
|
|
2019
Q4 | $6.11M | Buy |
18,629
+1,408
| +8% | +$461K | 0.44% | 57 |
|
|
2019
Q3 | $6.49M | Buy |
17,221
+1,857
| +12% | +$700K | 0.49% | 52 |
|
|
2019
Q2 | $5.53M | Sell |
15,364
-2,492
| -14% | -$897K | 0.42% | 55 |
|
|
2019
Q1 | $6.91M | Buy |
17,856
+3,615
| +25% | +$1.4M | 0.58% | 38 |
|
|
2018
Q4 | $4.93M | Buy |
14,241
+1,798
| +14% | +$623K | 0.44% | 55 |
|
|
2018
Q3 | $4.63M | Sell |
12,443
-6,271
| -34% | -$2.33M | 0.58% | 45 |
|
|
2018
Q2 | $6.28M | Buy |
18,714
+5,952
| +47% | +$2M | 1.11% | 19 |
|
|
2018
Q1 | $4.18M | Sell |
12,762
-1,568
| -11% | -$514K | 0.26% | 85 |
|
|
2017
Q4 | $4.23M | Buy |
+14,330
| New | +$4.23M | 0.44% | 55 |
|
|
2017
Q1 | – | Sell |
-21,590
| Closed | -$3.36M | – | 258 |
|
|
2016
Q4 | $3.36M | Buy |
+21,590
| New | +$3.36M | 0.55% | 53 |
|
|
2015
Q1 | – | Sell |
-5,579
| Closed | -$725K | – | 88 |
|
|
2014
Q4 | $725K | Buy |
5,579
+2,977
| +114% | +$387K | 0.34% | 61 |
|
|
2014
Q3 | $332K | Sell |
2,602
-373
| -13% | -$47.5K | 0.17% | 82 |
|
|
2014
Q2 | $379K | Buy |
+2,975
| New | +$379K | 0.19% | 79 |
|