PWAG
Polaris Wealth Advisory Group’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.15M | Buy |
+5,976
| New | +$1.15M | 0.09% | 114 |
|
|
2023
Q2 | – | Sell |
-5,993
| Closed | -$1.27M | – | 144 |
|
|
2023
Q1 | $1.27M | Sell |
5,993
-146
| -2% | -$31K | 0.09% | 111 |
|
|
2022
Q4 | $1.28M | Sell |
6,139
-1
| -0% | -$208 | 0.1% | 111 |
|
|
2022
Q3 | $810K | Sell |
6,140
-198
| -3% | -$26.1K | 0.07% | 101 |
|
|
2022
Q2 | $866K | Sell |
6,338
-34
| -0.5% | -$4.65K | 0.07% | 91 |
|
|
2022
Q1 | $1.13M | Sell |
6,372
-1,513
| -19% | -$269K | 0.08% | 89 |
|
|
2021
Q4 | $1.59M | Sell |
7,885
-53
| -0.7% | -$10.7K | 0.09% | 102 |
|
|
2021
Q3 | $1.8M | Sell |
7,938
-124,184
| -94% | -$28.1M | 0.11% | 88 |
|
|
2021
Q2 | $31.7M | Sell |
132,122
-33,231
| -20% | -$7.97M | 1.88% | 20 |
|
|
2021
Q1 | $41.7M | Buy |
165,353
+61,595
| +59% | +$15.5M | 2.67% | 6 |
|
|
2020
Q4 | $21.8M | Buy |
103,758
+95,199
| +1,112% | +$20M | 1.63% | 19 |
|
|
2020
Q3 | $1.47M | Buy |
8,559
+448
| +6% | +$76.7K | 0.14% | 95 |
|
|
2020
Q2 | $1.46M | Buy |
8,111
+82
| +1% | +$14.8K | 0.12% | 86 |
|
|
2020
Q1 | $1.2M | Sell |
8,029
-260
| -3% | -$38.8K | 0.13% | 70 |
|
|
2019
Q4 | $2.75M | Sell |
8,289
-169
| -2% | -$56.1K | 0.18% | 86 |
|
|
2019
Q3 | $3.11M | Sell |
8,458
-68,406
| -89% | -$25.1M | 0.25% | 68 |
|
|
2019
Q2 | $27.4M | Buy |
76,864
+67,234
| +698% | +$24M | 2.08% | 14 |
|
|
2019
Q1 | $3.77M | Buy |
9,630
+3,884
| +68% | +$1.52M | 0.28% | 66 |
|
|
2018
Q4 | $1.85M | Buy |
5,746
+186
| +3% | +$60K | 0.17% | 73 |
|
|
2018
Q3 | $2.07M | Buy |
5,560
+5,025
| +939% | +$1.87M | 0.14% | 87 |
|
|
2018
Q2 | $175K | Sell |
535
-5,532
| -91% | -$1.81M | 0.01% | 104 |
|
|
2018
Q1 | $1.99M | Buy |
6,067
+535
| +10% | +$175K | 0.16% | 77 |
|
|
2017
Q4 | $1.63M | Buy |
5,532
+130
| +2% | +$38.3K | 0.13% | 77 |
|
|
2017
Q3 | $1.37M | Sell |
5,402
-14
| -0.3% | -$3.56K | 0.12% | 82 |
|
|
2017
Q2 | $1.07M | Buy |
5,416
+120
| +2% | +$23.7K | 0.12% | 75 |
|
|
2017
Q1 | $937K | Hold |
5,296
| – | – | 0.1% | 79 |
|
|
2016
Q4 | $824K | Hold |
5,296
| – | – | 0.1% | 77 |
|
|
2016
Q3 | $698K | Hold |
5,296
| – | – | 0.08% | 77 |
|
|
2016
Q2 | $688K | Sell |
5,296
-125
| -2% | -$16.2K | 0.11% | 61 |
|
|
2016
Q1 | $688K | Buy |
5,421
+125
| +2% | +$15.9K | 0.11% | 60 |
|
|
2015
Q4 | $766K | Sell |
5,296
-45
| -0.8% | -$6.51K | 0.12% | 66 |
|
|
2015
Q3 | $699K | Buy |
+5,341
| New | +$699K | 0.14% | 50 |
|
|
2014
Q2 | – | Sell |
-50
| Closed | -$6K | – | 79 |
|
|
2014
Q1 | $6K | Hold |
50
| – | – | ﹤0.01% | 140 |
|
|
2013
Q4 | $7K | Hold |
50
| – | – | ﹤0.01% | 160 |
|
|
2013
Q3 | $5.88K | Buy |
+50
| New | +$5.88K | ﹤0.01% | 125 |
|