Nicola Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-33,100
| Closed | -$5.47M | – | 106 |
|
|
2020
Q3 | $5.47M | Hold |
33,100
| – | – | 0.78% | 57 |
|
|
2020
Q2 | $6.07M | Hold |
33,100
| – | – | 0.84% | 50 |
|
|
2020
Q1 | $4.94M | Buy |
33,100
+15,000
| +83% | +$2.24M | 0.74% | 52 |
|
|
2019
Q4 | $5.9M | Buy |
+18,100
| New | +$5.9M | 0.89% | 49 |
|
|
2019
Q2 | – | Sell |
-9,000
| Closed | -$3.43M | – | 93 |
|
|
2019
Q1 | $3.43M | Buy |
9,000
+500
| +6% | +$191K | 0.51% | 71 |
|
|
2018
Q4 | $2.74M | Hold |
8,500
| – | – | 0.45% | 82 |
|
|
2018
Q3 | $3.16M | Buy |
+8,500
| New | +$3.16M | 0.54% | 72 |
|
|
2018
Q2 | – | Sell |
-8,500
| Closed | -$2.79M | – | 96 |
|
|
2018
Q1 | $2.79M | Buy |
+8,500
| New | +$2.79M | 0.56% | 73 |
|