Professional Planning’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.21M | Sell |
5,488
-1,089
| -17% | -$240K | 0.58% | 33 |
|
|
2021
Q2 | $1.58M | Sell |
6,577
-197
| -3% | -$47.2K | 0.72% | 28 |
|
|
2021
Q1 | $1.73M | Sell |
6,774
-967
| -12% | -$246K | 0.84% | 26 |
|
|
2020
Q4 | $1.66M | Buy |
+7,741
| New | +$1.66M | 0.67% | 32 |
|
|
2020
Q3 | – | Sell |
-7,958
| Closed | -$1.46M | – | 43 |
|
|
2020
Q2 | $1.46M | Buy |
+7,958
| New | +$1.46M | 0.78% | 25 |
|
|
2020
Q1 | – | Sell |
-10,741
| Closed | -$3.5M | – | 33 |
|
|
2019
Q4 | $3.5M | Sell |
10,741
-1,353
| -11% | -$441K | 3.03% | 10 |
|
|
2019
Q3 | $4.6M | Sell |
12,094
-3,644
| -23% | -$1.39M | 4.89% | 7 |
|
|
2019
Q2 | $5.73M | Sell |
15,738
-3,611
| -19% | -$1.31M | 6.76% | 5 |
|
|
2019
Q1 | $7.38M | Buy |
19,349
+1,103
| +6% | +$421K | 9.02% | 4 |
|
|
2018
Q4 | $5.88M | Sell |
18,246
-313
| -2% | -$101K | 8.02% | 5 |
|
|
2018
Q3 | $6.9M | Buy |
18,559
+526
| +3% | +$196K | 9.66% | 5 |
|
|
2018
Q2 | $6.05M | Buy |
18,033
+811
| +5% | +$272K | 9.55% | 4 |
|
|
2018
Q1 | $5.65M | Buy |
17,222
+1,814
| +12% | +$595K | 9.61% | 4 |
|
|
2017
Q4 | $4.57M | Buy |
+15,408
| New | +$4.57M | 8.36% | 5 |
|