Newport Wealth Strategies’s Boeing BA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $394K | Sell |
1,790
-366
| -17% | -$80.6K | 0.24% | 69 |
|
2021
Q2 | $517K | Buy |
2,156
+15
| +0.7% | +$3.6K | 0.3% | 56 |
|
2021
Q1 | $545K | Buy |
2,141
+180
| +9% | +$45.8K | 0.34% | 55 |
|
2020
Q4 | $324K | Hold |
1,961
| – | – | 0.24% | 62 |
|
2020
Q3 | $329K | Buy |
1,961
+60
| +3% | +$10.1K | 0.25% | 62 |
|
2020
Q2 | $349K | Sell |
1,901
-580
| -23% | -$106K | 0.32% | 53 |
|
2020
Q1 | $350K | Buy |
2,481
+383
| +18% | +$54K | 0.33% | 53 |
|
2019
Q4 | $708K | Sell |
2,098
-222
| -10% | -$74.9K | 0.51% | 41 |
|
2019
Q3 | $883K | Sell |
2,320
-431
| -16% | -$164K | 0.8% | 32 |
|
2019
Q2 | $1.02M | Sell |
2,751
-324
| -11% | -$120K | 0.93% | 31 |
|
2019
Q1 | $1.18M | Buy |
3,075
+907
| +42% | +$349K | 1.19% | 26 |
|
2018
Q4 | $738K | Buy |
2,168
+217
| +11% | +$73.9K | 1.01% | 31 |
|
2018
Q3 | $692K | Sell |
1,951
-50
| -2% | -$17.7K | 0.88% | 25 |
|
2018
Q2 | $671K | Sell |
2,001
-1,659
| -45% | -$556K | 0.78% | 31 |
|
2018
Q1 | $1.2M | Buy |
3,660
+1
| +0% | +$328 | 0.94% | 26 |
|
2017
Q4 | $1.3M | Buy |
+3,659
| New | +$1.3M | 0.93% | 25 |
|