One 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
Q2 | – | Sell |
-553
| Closed | -$211K | – | 154 |
|
|
2019
Q1 | $211K | Sell |
553
-803
| -59% | -$306K | 0.17% | 105 |
|
|
2018
Q4 | $437K | Sell |
1,356
-156
| -10% | -$50.3K | 0.44% | 31 |
|
|
2018
Q3 | $562K | Sell |
1,512
-692
| -31% | -$257K | 0.43% | 32 |
|
|
2018
Q2 | $739K | Sell |
2,204
-3,048
| -58% | -$1.02M | 0.59% | 18 |
|
|
2018
Q1 | $1.72M | Sell |
5,252
-2,809
| -35% | -$921K | 1.52% | 6 |
|
|
2017
Q4 | $2.38M | Buy |
+8,061
| New | +$2.38M | 1.93% | 6 |
|