Pettinga Financial Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-838
| Closed | -$218K | – | 121 |
|
|
2023
Q4 | $218K | Buy |
+838
| New | +$218K | 0.06% | 112 |
|
|
2021
Q4 | – | Sell |
-1,121
| Closed | -$247K | – | 112 |
|
|
2021
Q3 | $247K | Sell |
1,121
-75
| -6% | -$16.5K | 0.06% | 95 |
|
|
2021
Q2 | $287K | Buy |
1,196
+144
| +14% | +$34.6K | 0.08% | 86 |
|
|
2021
Q1 | $268K | Sell |
1,052
-10
| -0.9% | -$2.55K | 0.08% | 82 |
|
|
2020
Q4 | $227K | Buy |
+1,062
| New | +$227K | 0.08% | 81 |
|
|
2020
Q1 | – | Sell |
-1,211
| Closed | -$394K | – | 73 |
|
|
2019
Q4 | $394K | Buy |
1,211
+21
| +2% | +$6.83K | 0.21% | 61 |
|
|
2019
Q3 | $453K | Buy |
1,190
+10
| +0.8% | +$3.81K | 0.24% | 59 |
|
|
2019
Q2 | $429K | Buy |
1,180
+1
| +0.1% | +$364 | 0.22% | 60 |
|
|
2019
Q1 | $450K | Buy |
1,179
+3
| +0.3% | +$1.15K | 0.24% | 56 |
|
|
2018
Q4 | $379K | Buy |
+1,176
| New | +$379K | 0.25% | 58 |
|