Pinnacle Family Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,006
| Closed | -$221K | – | 113 |
|
|
2021
Q3 | $221K | Sell |
1,006
-715
| -42% | -$157K | 0.1% | 132 |
|
|
2021
Q2 | $412K | Buy |
+1,721
| New | +$412K | 0.18% | 78 |
|
|
2020
Q1 | – | Sell |
-923
| Closed | -$301K | – | 58 |
|
|
2019
Q4 | $301K | Sell |
923
-1,073
| -54% | -$350K | 0.27% | 62 |
|
|
2019
Q3 | $759K | Sell |
1,996
-74
| -4% | -$28.1K | 0.67% | 36 |
|
|
2019
Q2 | $753K | Buy |
2,070
+102
| +5% | +$37.1K | 0.62% | 39 |
|
|
2019
Q1 | $750K | Buy |
1,968
+1,027
| +109% | +$391K | 0.67% | 39 |
|
|
2018
Q4 | $304K | Sell |
941
-200
| -18% | -$64.6K | 0.2% | 50 |
|
|
2018
Q3 | $424K | Sell |
1,141
-1,658
| -59% | -$616K | 0.22% | 49 |
|
|
2018
Q2 | $939K | Buy |
2,799
+435
| +18% | +$146K | 0.5% | 34 |
|
|
2018
Q1 | $775K | Buy |
+2,364
| New | +$775K | 0.44% | 39 |
|