REDW Wealth’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 |
-950
| Closed | -$209K | – | 119 |
|
|
2021
Q3 | $209K | Hold |
950
| – | – | 0.07% | 110 |
|
|
2021
Q2 | $228K | Hold |
950
| – | – | 0.07% | 106 |
|
|
2021
Q1 | $242K | Hold |
950
| – | – | 0.08% | 94 |
|
|
2020
Q4 | $203K | Buy |
+950
| New | +$203K | 0.08% | 95 |
|
|
2020
Q1 | – | Sell |
-1,126
| Closed | -$367K | – | 76 |
|
|
2019
Q4 | $367K | Hold |
1,126
| – | – | 0.2% | 53 |
|
|
2019
Q3 | $428K | Buy |
1,126
+151
| +15% | +$57.4K | 0.25% | 43 |
|
|
2019
Q2 | $355K | Buy |
975
+228
| +31% | +$83K | 0.21% | 53 |
|
|
2019
Q1 | $285K | Hold |
747
| – | – | 0.17% | 57 |
|
|
2018
Q4 | $241K | Sell |
747
-200
| -21% | -$64.5K | 0.17% | 62 |
|
|
2018
Q3 | $352K | Buy |
947
+3
| +0.3% | +$1.12K | 0.23% | 50 |
|
|
2018
Q2 | $317K | Hold |
944
| – | – | 0.23% | 55 |
|
|
2018
Q1 | $310K | Hold |
944
| – | – | 0.23% | 51 |
|
|
2017
Q4 | $278K | Hold |
944
| – | – | 0.22% | 55 |
|
|
2017
Q3 | $240K | Buy |
+944
| New | +$240K | 0.2% | 65 |
|