PFA
Paradigm Financial Advisors’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $6.03M | Sell |
29,967
-675
| -2% | -$136K | 1.33% | 21 |
|
|
2021
Q3 | $6.74M | Sell |
30,642
-418
| -1% | -$91.9K | 1.55% | 18 |
|
|
2021
Q2 | $7.44M | Buy |
31,060
+1,171
| +4% | +$281K | 1.65% | 16 |
|
|
2021
Q1 | $7.61M | Buy |
29,889
+4,103
| +16% | +$1.05M | 1.85% | 14 |
|
|
2020
Q4 | $5.52M | Buy |
25,786
+8,938
| +53% | +$1.91M | 1.49% | 21 |
|
|
2020
Q3 | $2.78M | Buy |
16,848
+752
| +5% | +$124K | 0.79% | 34 |
|
|
2020
Q2 | $2.95M | Buy |
16,096
+3,100
| +24% | +$568K | 0.94% | 33 |
|
|
2020
Q1 | $1.94M | Sell |
12,996
-595
| -4% | -$88.7K | 0.72% | 44 |
|
|
2019
Q4 | $4.43M | Sell |
13,591
-635
| -4% | -$207K | 1.52% | 17 |
|
|
2019
Q3 | $5.41M | Sell |
14,226
-382
| -3% | -$145K | 2.11% | 13 |
|
|
2019
Q2 | $5.32M | Buy |
14,608
+20
| +0.1% | +$7.28K | 1.96% | 11 |
|
|
2019
Q1 | $5.56M | Buy |
14,588
+797
| +6% | +$304K | 2.11% | 11 |
|
|
2018
Q4 | $4.45M | Sell |
13,791
-402
| -3% | -$130K | 1.98% | 14 |
|
|
2018
Q3 | $5.28M | Sell |
14,193
-23
| -0.2% | -$8.55K | 2.06% | 13 |
|
|
2018
Q2 | $4.77M | Sell |
14,216
-2,630
| -16% | -$882K | 2.03% | 14 |
|
|
2018
Q1 | $5.52M | Sell |
16,846
-1,600
| -9% | -$525K | 2.41% | 11 |
|
|
2017
Q4 | $5.44M | Sell |
18,446
-782
| -4% | -$231K | 2.47% | 12 |
|
|
2017
Q3 | $4.89M | Sell |
19,228
-2,851
| -13% | -$725K | 2.36% | 13 |
|
|
2017
Q2 | $4.37M | Sell |
22,079
-10,003
| -31% | -$1.98M | 2.21% | 15 |
|
|
2017
Q1 | $5.67M | Sell |
32,082
-858
| -3% | -$152K | 2.91% | 10 |
|
|
2016
Q4 | $5.13M | Sell |
32,940
-1,225
| -4% | -$191K | 2.8% | 12 |
|
|
2016
Q3 | $4.5M | Hold |
34,165
| – | – | 2.7% | 13 |
|
|
2016
Q2 | $4.44M | Sell |
34,165
-191
| -0.6% | -$24.8K | 2.69% | 15 |
|
|
2016
Q1 | $4.36M | Buy |
34,356
+584
| +2% | +$74.1K | 1.69% | 14 |
|
|
2015
Q4 | $4.88M | Sell |
33,772
-46
| -0.1% | -$6.65K | 3.07% | 11 |
|
|
2015
Q3 | $4.43M | Buy |
33,818
+2,382
| +8% | +$312K | 2.92% | 12 |
|
|
2015
Q2 | $4.36M | Buy |
31,436
+7,179
| +30% | +$996K | 3.28% | 6 |
|
|
2015
Q1 | $3.64M | Buy |
24,257
+939
| +4% | +$141K | 2.82% | 11 |
|
|
2014
Q4 | $3.03M | Buy |
23,318
+2,563
| +12% | +$333K | 2.46% | 15 |
|
|
2014
Q3 | $2.64M | Buy |
20,755
+1,148
| +6% | +$146K | 2.26% | 17 |
|
|
2014
Q2 | $2.49M | Buy |
19,607
+621
| +3% | +$79K | 2.13% | 15 |
|
|
2014
Q1 | $2.38M | Buy |
18,986
+665
| +4% | +$83.5K | 2.19% | 14 |
|
|
2013
Q4 | $2.5M | Buy |
+18,321
| New | +$2.5M | 2.45% | 13 |
|