MWP
MYCIO Wealth Partners’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,463
| Closed | -$1.45M | – | 58 |
|
|
2019
Q4 | $1.45M | Buy |
4,463
+479
| +12% | +$156K | 0.09% | 94 |
|
|
2019
Q3 | $1.52M | Buy |
3,984
+400
| +11% | +$152K | 0.11% | 82 |
|
|
2019
Q2 | $1.31M | Buy |
3,584
+2,041
| +132% | +$743K | 0.1% | 87 |
|
|
2019
Q1 | $589K | Buy |
1,543
+195
| +14% | +$74.4K | 0.05% | 143 |
|
|
2018
Q4 | $435K | Buy |
1,348
+5
| +0.4% | +$1.61K | 0.04% | 160 |
|
|
2018
Q3 | $499K | Buy |
1,343
+66
| +5% | +$24.5K | 0.05% | 153 |
|
|
2018
Q2 | $429K | Buy |
1,277
+100
| +8% | +$33.6K | 0.04% | 174 |
|
|
2018
Q1 | $386K | Sell |
1,177
-301
| -20% | -$98.7K | 0.04% | 154 |
|
|
2017
Q4 | $436K | Buy |
1,478
+17
| +1% | +$5.02K | 0.05% | 153 |
|
|
2017
Q3 | $371K | Sell |
1,461
-1,468
| -50% | -$373K | 0.04% | 165 |
|
|
2017
Q2 | $579K | Sell |
2,929
-1,309
| -31% | -$259K | 0.07% | 115 |
|
|
2017
Q1 | $750K | Buy |
4,238
+294
| +7% | +$52K | 0.09% | 104 |
|
|
2016
Q4 | $614K | Buy |
3,944
+144
| +4% | +$22.4K | 0.08% | 106 |
|
|
2016
Q3 | $501K | Sell |
3,800
-13
| -0.3% | -$1.71K | 0.08% | 100 |
|
|
2016
Q2 | $495K | Buy |
3,813
+13
| +0.3% | +$1.69K | 0.08% | 98 |
|
|
2016
Q1 | $482K | Hold |
3,800
| – | – | 0.09% | 98 |
|
|
2015
Q4 | $549K | Sell |
3,800
-23
| -0.6% | -$3.32K | 0.1% | 86 |
|
|
2015
Q3 | $501K | Sell |
3,823
-65
| -2% | -$8.52K | 0.1% | 77 |
|
|
2015
Q2 | $539K | Buy |
3,888
+2,088
| +116% | +$289K | 0.1% | 78 |
|
|
2015
Q1 | $270K | Buy |
1,800
+1,200
| +200% | +$180K | 0.05% | 118 |
|
|
2014
Q4 | $78K | Hold |
600
| – | – | 0.02% | 221 |
|
|
2014
Q3 | $76K | Hold |
600
| – | – | 0.02% | 208 |
|
|
2014
Q2 | $76K | Hold |
600
| – | – | 0.02% | 220 |
|
|
2014
Q1 | $75K | Sell |
600
-100
| -14% | -$12.5K | 0.02% | 213 |
|
|
2013
Q4 | $96K | Hold |
700
| – | – | 0.02% | 180 |
|
|
2013
Q3 | $82K | Sell |
700
-40
| -5% | -$4.69K | 0.02% | 188 |
|
|
2013
Q2 | $76K | Buy |
+740
| New | +$76K | 0.02% | 191 |
|