Mosaic Family Wealth’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $698K | Buy |
3,467
+431
| +14% | +$86.8K | 0.18% | 83 |
|
|
2021
Q3 | $668K | Hold |
3,036
| – | – | 0.19% | 81 |
|
|
2021
Q2 | $727K | Buy |
3,036
+200
| +7% | +$47.9K | 0.21% | 63 |
|
|
2021
Q1 | $722K | Buy |
2,836
+320
| +13% | +$81.5K | 0.21% | 63 |
|
|
2020
Q4 | $538K | Sell |
2,516
-122
| -5% | -$26.1K | 0.18% | 77 |
|
|
2020
Q3 | $436K | Sell |
2,638
-197
| -7% | -$32.6K | 0.16% | 82 |
|
|
2020
Q2 | $520K | Buy |
2,835
+220
| +8% | +$40.4K | 0.22% | 65 |
|
|
2020
Q1 | $390K | Buy |
2,615
+143
| +6% | +$21.3K | 0.2% | 75 |
|
|
2019
Q4 | $805K | Buy |
2,472
+221
| +10% | +$72K | 0.32% | 47 |
|
|
2019
Q3 | $856K | Buy |
2,251
+87
| +4% | +$33.1K | 0.35% | 45 |
|
|
2019
Q2 | $788K | Buy |
2,164
+233
| +12% | +$84.8K | 0.33% | 49 |
|
|
2019
Q1 | $737K | Buy |
1,931
+300
| +18% | +$115K | 0.3% | 47 |
|
|
2018
Q4 | $526K | Buy |
1,631
+1
| +0.1% | +$323 | 0.22% | 63 |
|
|
2018
Q3 | $570K | Buy |
1,630
+33
| +2% | +$11.5K | 0.23% | 65 |
|
|
2018
Q2 | $536K | Sell |
1,597
-7
| -0.4% | -$2.35K | 0.2% | 70 |
|
|
2018
Q1 | $526K | Sell |
1,604
-199
| -11% | -$65.3K | 0.19% | 70 |
|
|
2017
Q4 | $532K | Sell |
1,803
-26
| -1% | -$7.67K | 0.19% | 73 |
|
|
2017
Q3 | $465K | Buy |
1,829
+210
| +13% | +$53.4K | 0.18% | 106 |
|
|
2017
Q2 | $320K | Sell |
1,619
-80
| -5% | -$15.8K | 0.13% | 128 |
|
|
2017
Q1 | $300K | Sell |
1,699
-499
| -23% | -$88.1K | 0.13% | 134 |
|
|
2016
Q4 | $342K | Buy |
2,198
+1
| +0% | +$156 | 0.16% | 122 |
|
|
2016
Q3 | $289K | Buy |
2,197
+29
| +1% | +$3.82K | 0.13% | 134 |
|
|
2016
Q2 | $282K | Buy |
2,168
+52
| +2% | +$6.76K | 0.14% | 129 |
|
|
2016
Q1 | $268K | Buy |
2,116
+1
| +0% | +$127 | 0.13% | 122 |
|
|
2015
Q4 | $305K | Buy |
+2,115
| New | +$305K | 0.14% | 115 |
|