Northstar Wealth Partners’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.01M | Sell |
6,099
-1,190
| -16% | -$196K | 0.47% | 59 |
|
|
2020
Q2 | $1.34M | Buy |
7,289
+939
| +15% | +$172K | 0.56% | 62 |
|
|
2020
Q1 | $947K | Buy |
6,350
+1,874
| +42% | +$279K | 0.48% | 67 |
|
|
2019
Q4 | $1.46M | Buy |
4,476
+182
| +4% | +$59.3K | 0.6% | 58 |
|
|
2019
Q3 | $1.63M | Buy |
4,294
+727
| +20% | +$277K | 0.72% | 50 |
|
|
2019
Q2 | $1.3M | Buy |
3,567
+290
| +9% | +$106K | 0.58% | 55 |
|
|
2019
Q1 | $1.25M | Sell |
3,277
-95
| -3% | -$36.2K | 0.57% | 54 |
|
|
2018
Q4 | $1.09M | Sell |
3,372
-10
| -0.3% | -$3.23K | 0.57% | 55 |
|
|
2018
Q3 | $1.26M | Sell |
3,382
-414
| -11% | -$154K | 0.6% | 57 |
|
|
2018
Q2 | $1.27M | Buy |
3,796
+84
| +2% | +$28.2K | 0.64% | 53 |
|
|
2018
Q1 | $1.22M | Sell |
3,712
-564
| -13% | -$185K | 0.62% | 50 |
|
|
2017
Q4 | $1.33M | Buy |
4,276
+50
| +1% | +$15.5K | 1.18% | 25 |
|
|
2017
Q3 | $1.09M | Sell |
4,226
-530
| -11% | -$137K | 1.06% | 29 |
|
|
2017
Q2 | $970K | Hold |
4,756
| – | – | 0.89% | 34 |
|
|
2017
Q1 | $842K | Buy |
+4,756
| New | +$842K | 0.78% | 39 |
|