Mariner Wealth Advisors (Cincinnati)’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $1.99M | Buy |
5,362
+155
| +3% | +$57.6K | 0.11% | 112 |
|
|
2018
Q2 | $1.75M | Sell |
5,207
-268
| -5% | -$89.9K | 0.1% | 108 |
|
|
2018
Q1 | $1.8M | Sell |
5,475
-411
| -7% | -$135K | 0.11% | 103 |
|
|
2017
Q4 | $1.74M | Sell |
5,886
-430
| -7% | -$127K | 0.11% | 98 |
|
|
2017
Q3 | $1.61M | Buy |
6,316
+1,026
| +19% | +$261K | 0.1% | 103 |
|
|
2017
Q2 | $1.05M | Buy |
5,290
+390
| +8% | +$77.1K | 0.07% | 122 |
|
|
2017
Q1 | $867K | Sell |
4,900
-305
| -6% | -$54K | 0.06% | 128 |
|
|
2016
Q4 | $810K | Buy |
5,205
+166
| +3% | +$25.8K | 0.06% | 130 |
|
|
2016
Q3 | $664K | Sell |
5,039
-3,017
| -37% | -$398K | 0.06% | 139 |
|
|
2016
Q2 | $1.05M | Sell |
8,056
-8,267
| -51% | -$1.07M | 0.09% | 117 |
|
|
2016
Q1 | $2.07M | Sell |
16,323
-94,843
| -85% | -$12M | 0.2% | 85 |
|
|
2015
Q4 | $16.1M | Buy |
+111,166
| New | +$16.1M | 1.57% | 20 |
|
|
2015
Q1 | $14.5M | Buy |
96,376
+2,829
| +3% | +$425K | 2.03% | 20 |
|
|
2014
Q4 | $12.2M | Buy |
+93,547
| New | +$12.2M | 1.76% | 26 |
|