Peterson Wealth Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-677
| Closed | -$221K | – | 51 |
|
|
2019
Q4 | $221K | Sell |
677
-68
| -9% | -$22.2K | 0.13% | 41 |
|
|
2019
Q3 | $283K | Buy |
745
+1
| +0.1% | +$380 | 0.17% | 35 |
|
|
2019
Q2 | $271K | Buy |
744
+1
| +0.1% | +$364 | 0.17% | 36 |
|
|
2019
Q1 | $282K | Buy |
743
+6
| +0.8% | +$2.28K | 0.19% | 35 |
|
|
2018
Q4 | $238K | Sell |
737
-74
| -9% | -$23.9K | 0.19% | 38 |
|
|
2018
Q3 | $301K | Buy |
811
+2
| +0.2% | +$742 | 0.22% | 36 |
|
|
2018
Q2 | $271K | Buy |
809
+4
| +0.5% | +$1.34K | 0.22% | 35 |
|
|
2018
Q1 | $264K | Buy |
805
+3
| +0.4% | +$984 | 0.22% | 39 |
|
|
2017
Q4 | $237K | Buy |
+802
| New | +$237K | 0.21% | 41 |
|