Pacific Wealth Strategies Group’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-8,297
| Closed | -$3.02M | – | 83 |
|
|
2019
Q2 | $3.02M | Buy |
8,297
+40
| +0.5% | +$14.6K | 1.89% | 16 |
|
|
2019
Q1 | $3.15M | Sell |
8,257
-50
| -0.6% | -$19.1K | 2.03% | 14 |
|
|
2018
Q4 | $2.68M | Buy |
8,307
+29
| +0.4% | +$9.35K | 1.92% | 16 |
|
|
2018
Q3 | $3.08M | Buy |
8,278
+506
| +7% | +$188K | 1.97% | 14 |
|
|
2018
Q2 | $2.61M | Sell |
7,772
-560
| -7% | -$188K | 1.8% | 16 |
|
|
2018
Q1 | $2.73M | Sell |
8,332
-1,646
| -16% | -$540K | 1.94% | 14 |
|
|
2017
Q4 | $2.94M | Buy |
9,978
+1,156
| +13% | +$341K | 2.09% | 13 |
|
|
2017
Q3 | $2.24M | Buy |
8,822
+476
| +6% | +$121K | 1.77% | 16 |
|
|
2017
Q2 | $1.65M | Buy |
8,346
+629
| +8% | +$124K | 1.41% | 27 |
|
|
2017
Q1 | $1.37M | Buy |
7,717
+313
| +4% | +$55.4K | 1.18% | 32 |
|
|
2016
Q4 | $1.15M | Buy |
+7,404
| New | +$1.15M | 1.14% | 32 |
|