Peloton Wealth Strategists’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-10,629
| Closed | -$2.55M | – | 88 |
|
|
2021
Q2 | $2.55M | Sell |
10,629
-550
| -5% | -$132K | 1.05% | 43 |
|
|
2021
Q1 | $2.85M | Sell |
11,179
-2,295
| -17% | -$585K | 1.34% | 31 |
|
|
2020
Q4 | $2.88M | Sell |
13,474
-565
| -4% | -$121K | 1.43% | 31 |
|
|
2020
Q3 | $2.32M | Sell |
14,039
-521
| -4% | -$86.1K | 1.3% | 35 |
|
|
2020
Q2 | $2.67M | Sell |
14,560
-543
| -4% | -$99.5K | 1.68% | 26 |
|
|
2020
Q1 | $2.25M | Buy |
15,103
+240
| +2% | +$35.8K | 1.83% | 22 |
|
|
2019
Q4 | $4.84M | Buy |
14,863
+237
| +2% | +$77.2K | 2.94% | 5 |
|
|
2019
Q3 | $5.57M | Buy |
14,626
+1,366
| +10% | +$520K | 3.56% | 3 |
|
|
2019
Q2 | $4.83M | Buy |
13,260
+3,765
| +40% | +$1.37M | 3.23% | 3 |
|
|
2019
Q1 | $3.62M | Buy |
9,495
+1,370
| +17% | +$523K | 2.51% | 9 |
|
|
2018
Q4 | $2.62M | Buy |
8,125
+74
| +0.9% | +$23.9K | 2.13% | 15 |
|
|
2018
Q3 | $2.99M | Sell |
8,051
-200
| -2% | -$74.4K | 2.06% | 19 |
|
|
2018
Q2 | $2.77M | Sell |
8,251
-100
| -1% | -$33.5K | 2% | 21 |
|
|
2018
Q1 | $2.74M | Sell |
8,351
-324
| -4% | -$106K | 2.06% | 18 |
|
|
2017
Q4 | $2.56M | Sell |
8,675
-325
| -4% | -$95.8K | 1.9% | 23 |
|
|
2017
Q3 | $2.29M | Sell |
9,000
-8,952
| -50% | -$2.28M | 1.77% | 24 |
|
|
2017
Q2 | $3.55M | Buy |
17,952
+171
| +1% | +$33.8K | 2.75% | 5 |
|
|
2017
Q1 | $3.15M | Sell |
17,781
-299
| -2% | -$52.9K | 2.59% | 9 |
|
|
2016
Q4 | $2.82M | Buy |
18,080
+1
| +0% | +$156 | 2.3% | 11 |
|
|
2016
Q3 | $2.38M | Buy |
+18,079
| New | +$2.38M | 1.98% | 16 |
|
|
2016
Q1 | $2.21M | Buy |
17,378
+1,801
| +12% | +$229K | 1.87% | 23 |
|
|
2015
Q4 | $2.25M | Sell |
15,577
-400
| -3% | -$57.8K | 1.94% | 17 |
|
|
2015
Q3 | $2.09M | Buy |
15,977
+1
| +0% | +$131 | 1.83% | 17 |
|
|
2015
Q2 | $2.22M | Hold |
15,976
| – | – | 1.76% | 19 |
|
|
2015
Q1 | $2.4M | Buy |
15,976
+1
| +0% | +$150 | 1.86% | 18 |
|
|
2014
Q4 | $2.08M | Buy |
15,975
+100
| +0.6% | +$13K | 1.58% | 27 |
|
|
2014
Q3 | $2.02M | Sell |
15,875
-1,404
| -8% | -$179K | 1.59% | 26 |
|
|
2014
Q2 | $2.24M | Buy |
17,279
+1,379
| +9% | +$179K | 1.97% | 21 |
|
|
2014
Q1 | $2M | Hold |
15,900
| – | – | 1.64% | 25 |
|
|
2013
Q4 | $2.17M | Sell |
15,900
-1,200
| -7% | -$164K | 1.75% | 23 |
|
|
2013
Q3 | $2.01M | Sell |
17,100
-100
| -0.6% | -$11.7K | 1.69% | 25 |
|
|
2013
Q2 | $1.76M | Buy |
+17,200
| New | +$1.76M | 1.59% | 30 |
|