Partnervest Advisory Services’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $661K | Buy |
3,997
+96
| +2% | +$15.9K | 0.21% | 88 |
|
|
2020
Q2 | $715K | Buy |
3,901
+70
| +2% | +$12.8K | 0.27% | 74 |
|
|
2020
Q1 | $571K | Buy |
+3,831
| New | +$571K | 0.26% | 72 |
|
|
2019
Q4 | – | Sell |
-553
| Closed | -$210K | – | 236 |
|
|
2019
Q3 | $210K | Sell |
553
-1
| -0.2% | -$380 | 0.08% | 212 |
|
|
2019
Q2 | $202K | Buy |
+554
| New | +$202K | 0.08% | 207 |
|
|
2019
Q1 | – | Sell |
-715
| Closed | -$231K | – | 233 |
|
|
2018
Q4 | $231K | Buy |
+715
| New | +$231K | 0.11% | 166 |
|
|
2018
Q3 | – | Sell |
-1,140
| Closed | -$382K | – | 214 |
|
|
2018
Q2 | $382K | Buy |
1,140
+39
| +4% | +$13.1K | 0.18% | 117 |
|
|
2018
Q1 | $361K | Sell |
1,101
-798
| -42% | -$262K | 0.17% | 129 |
|
|
2017
Q4 | $560K | Sell |
1,899
-15
| -0.8% | -$4.42K | 0.27% | 81 |
|
|
2017
Q3 | $487K | Buy |
1,914
+75
| +4% | +$19.1K | 0.24% | 92 |
|
|
2017
Q2 | $364K | Sell |
1,839
-1,017
| -36% | -$201K | 0.16% | 130 |
|
|
2017
Q1 | $505K | Buy |
2,856
+103
| +4% | +$18.2K | 0.23% | 88 |
|
|
2016
Q4 | $429K | Sell |
2,753
-444
| -14% | -$69.2K | 0.2% | 100 |
|
|
2016
Q3 | $421K | Buy |
3,197
+247
| +8% | +$32.5K | 0.2% | 111 |
|
|
2016
Q2 | $383K | Buy |
2,950
+469
| +19% | +$60.9K | 0.19% | 108 |
|
|
2016
Q1 | $315K | Buy |
2,481
+95
| +4% | +$12.1K | 0.16% | 128 |
|
|
2015
Q4 | $345K | Buy |
2,386
+4
| +0.2% | +$578 | 0.19% | 104 |
|
|
2015
Q3 | $312K | Buy |
+2,382
| New | +$312K | 0.18% | 112 |
|
|
2014
Q3 | – | Sell |
-151
| Closed | -$19K | – | 203 |
|
|
2014
Q2 | $19K | Buy |
151
+40
| +36% | +$5.03K | 0.01% | 540 |
|
|
2014
Q1 | $14K | Buy |
111
+1
| +0.9% | +$126 | 0.01% | 577 |
|
|
2013
Q4 | $15K | Sell |
110
-140
| -56% | -$19.1K | 0.01% | 533 |
|
|
2013
Q3 | $29K | Buy |
250
+1
| +0.4% | +$116 | 0.01% | 374 |
|
|
2013
Q2 | $26K | Buy |
+249
| New | +$26K | 0.01% | 357 |
|