Private Wealth Advisors (Pennsylvania)’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $227K | Sell |
1,062
-167
| -14% | -$35.7K | 0.13% | 104 |
|
|
2020
Q3 | $203K | Sell |
1,229
-218
| -15% | -$36K | 0.13% | 100 |
|
|
2020
Q2 | $265K | Buy |
+1,447
| New | +$265K | 0.18% | 86 |
|
|
2020
Q1 | – | Sell |
-1,260
| Closed | -$399K | – | 93 |
|
|
2019
Q4 | $399K | Buy |
1,260
+71
| +6% | +$22.5K | 0.21% | 90 |
|
|
2019
Q3 | $452K | Sell |
1,189
-477
| -29% | -$181K | 0.23% | 95 |
|
|
2019
Q2 | $607K | Buy |
1,666
+101
| +6% | +$36.8K | 0.22% | 94 |
|
|
2019
Q1 | $597K | Buy |
1,565
+154
| +11% | +$58.7K | 0.22% | 95 |
|
|
2018
Q4 | $455K | Buy |
1,411
+5
| +0.4% | +$1.61K | 0.2% | 100 |
|
|
2018
Q3 | $523K | Buy |
1,406
+140
| +11% | +$52.1K | 0.19% | 97 |
|
|
2018
Q2 | $425K | Hold |
1,266
| – | – | 0.17% | 99 |
|
|
2018
Q1 | $415K | Buy |
1,266
+80
| +7% | +$26.2K | 0.17% | 101 |
|
|
2017
Q4 | $350K | Buy |
1,186
+157
| +15% | +$46.3K | 0.14% | 110 |
|
|
2017
Q3 | $262K | Hold |
1,029
| – | – | 0.11% | 115 |
|
|
2017
Q2 | $203K | Buy |
+1,029
| New | +$203K | 0.09% | 122 |
|