New England Private Wealth Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,393
| Closed | -$910K | – | 87 |
|
|
2019
Q3 | $910K | Sell |
2,393
-150
| -6% | -$57K | 0.22% | 61 |
|
|
2019
Q2 | $926K | Buy |
2,543
+164
| +7% | +$59.7K | 0.22% | 59 |
|
|
2019
Q1 | $905K | Buy |
2,379
+3
| +0.1% | +$1.14K | 0.23% | 59 |
|
|
2018
Q4 | $767K | Sell |
2,376
-1,056
| -31% | -$341K | 0.23% | 62 |
|
|
2018
Q3 | $1.28M | Sell |
3,432
-110
| -3% | -$40.9K | 0.34% | 51 |
|
|
2018
Q2 | $1.19M | Buy |
3,542
+2
| +0.1% | +$671 | 0.34% | 53 |
|
|
2018
Q1 | $1.16M | Buy |
3,540
+3
| +0.1% | +$985 | 0.33% | 52 |
|
|
2017
Q4 | $1.05M | Buy |
3,537
+2
| +0.1% | +$592 | 0.29% | 54 |
|
|
2017
Q3 | $900K | Buy |
3,535
+129
| +4% | +$32.8K | 0.27% | 58 |
|
|
2017
Q2 | $676K | Buy |
3,406
+274
| +9% | +$54.4K | 0.21% | 65 |
|
|
2017
Q1 | $555K | Buy |
3,132
+504
| +19% | +$89.3K | 0.18% | 72 |
|
|
2016
Q4 | $410K | Sell |
2,628
-572
| -18% | -$89.2K | 0.14% | 78 |
|
|
2016
Q3 | $423K | Buy |
3,200
+155
| +5% | +$20.5K | 0.15% | 73 |
|
|
2016
Q2 | $395K | Sell |
3,045
-71
| -2% | -$9.21K | 0.15% | 75 |
|
|
2016
Q1 | $395K | Buy |
3,116
+5
| +0.2% | +$634 | 0.16% | 75 |
|
|
2015
Q4 | $452K | Buy |
3,111
+1,502
| +93% | +$218K | 0.18% | 73 |
|
|
2015
Q3 | $210K | Sell |
1,609
-830
| -34% | -$108K | 0.09% | 100 |
|
|
2015
Q2 | $339K | Sell |
2,439
-23
| -0.9% | -$3.2K | 0.13% | 75 |
|
|
2015
Q1 | $367K | Buy |
2,462
+335
| +16% | +$49.9K | 0.14% | 67 |
|
|
2014
Q4 | $278K | Sell |
2,127
-99
| -4% | -$12.9K | 0.11% | 79 |
|
|
2014
Q3 | $283K | Buy |
2,226
+104
| +5% | +$13.2K | 0.11% | 77 |
|
|
2014
Q2 | $271K | Buy |
2,122
+2
| +0.1% | +$255 | 0.11% | 80 |
|
|
2014
Q1 | $265K | Buy |
2,120
+189
| +10% | +$23.6K | 0.11% | 79 |
|
|
2013
Q4 | $263K | Buy |
+1,931
| New | +$263K | 0.12% | 76 |
|