Private Wealth Advisors (California)’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 |
-4,278
| Closed | -$1.39M | – | 50 |
|
|
2019
Q4 | $1.39M | Sell |
4,278
-25
| -0.6% | -$8.15K | 0.8% | 29 |
|
|
2019
Q3 | $1.64M | Sell |
4,303
-4,252
| -50% | -$1.62M | 1.07% | 20 |
|
|
2019
Q2 | $3.26M | Hold |
8,555
| – | – | 2.22% | 16 |
|
|
2019
Q1 | $3.26M | Buy |
8,555
+41
| +0.5% | +$15.6K | 2.22% | 16 |
|
|
2018
Q4 | $2.75M | Buy |
+8,514
| New | +$2.75M | 2.22% | 14 |
|