RFA
Reilly Financial Advisors’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $800K | Sell |
3,972
-650
| -14% | -$131K | 0.06% | 130 |
|
|
2021
Q3 | $1.02M | Sell |
4,622
-941
| -17% | -$207K | 0.09% | 116 |
|
|
2021
Q2 | $1.33M | Buy |
5,563
+69
| +1% | +$16.5K | 0.11% | 105 |
|
|
2021
Q1 | $1.4M | Buy |
5,494
+167
| +3% | +$42.5K | 0.12% | 103 |
|
|
2020
Q4 | $1.14M | Buy |
5,327
+1,486
| +39% | +$318K | 0.11% | 106 |
|
|
2020
Q3 | $635K | Sell |
3,841
-546
| -12% | -$90.3K | 0.07% | 122 |
|
|
2020
Q2 | $804K | Buy |
4,387
+345
| +9% | +$63.2K | 0.09% | 105 |
|
|
2020
Q1 | $603K | Buy |
4,042
+1,058
| +35% | +$158K | 0.09% | 115 |
|
|
2019
Q4 | $972K | Buy |
2,984
+1,231
| +70% | +$401K | 0.11% | 114 |
|
|
2019
Q3 | $667K | Sell |
1,753
-601
| -26% | -$229K | 0.08% | 127 |
|
|
2019
Q2 | $857K | Buy |
2,354
+116
| +5% | +$42.2K | 0.11% | 116 |
|
|
2019
Q1 | $854K | Sell |
2,238
-560
| -20% | -$214K | 0.11% | 111 |
|
|
2018
Q4 | $902K | Buy |
2,798
+599
| +27% | +$193K | 0.13% | 108 |
|
|
2018
Q3 | $818K | Buy |
2,199
+452
| +26% | +$168K | 0.11% | 113 |
|
|
2018
Q2 | $586K | Sell |
1,747
-123
| -7% | -$41.3K | 0.08% | 125 |
|
|
2018
Q1 | $613K | Sell |
1,870
-8
| -0.4% | -$2.62K | 0.09% | 112 |
|
|
2017
Q4 | $554K | Buy |
1,878
+182
| +11% | +$53.7K | 0.08% | 117 |
|
|
2017
Q3 | $431K | Buy |
1,696
+7
| +0.4% | +$1.78K | 0.06% | 118 |
|
|
2017
Q2 | $334K | Buy |
1,689
+403
| +31% | +$79.7K | 0.05% | 125 |
|
|
2017
Q1 | $227K | Buy |
1,286
+115
| +10% | +$20.3K | 0.04% | 142 |
|
|
2016
Q4 | $182K | Buy |
1,171
+137
| +13% | +$21.3K | 0.03% | 153 |
|
|
2016
Q3 | $136K | Buy |
1,034
+193
| +23% | +$25.4K | 0.02% | 166 |
|
|
2016
Q2 | $109K | Buy |
+841
| New | +$109K | 0.02% | 186 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 923 |
|
|
2015
Q4 | – | Sell |
-1,559
| Closed | -$204K | – | 934 |
|
|
2015
Q3 | $204K | Buy |
1,559
+857
| +122% | +$112K | 0.04% | 172 |
|
|
2015
Q2 | $97K | Sell |
702
-14
| -2% | -$1.93K | 0.02% | 288 |
|
|
2015
Q1 | $107K | Sell |
716
-1,659
| -70% | -$248K | 0.02% | 254 |
|
|
2014
Q4 | $309K | Sell |
2,375
-596
| -20% | -$77.5K | 0.07% | 110 |
|
|
2014
Q3 | $378K | Sell |
2,971
-46
| -2% | -$5.85K | 0.09% | 83 |
|
|
2014
Q2 | $387K | Buy |
3,017
+492
| +19% | +$63.1K | 0.09% | 78 |
|
|
2014
Q1 | $317K | Buy |
2,525
+107
| +4% | +$13.4K | 0.08% | 89 |
|
|
2013
Q4 | $330K | Sell |
2,418
-1,127
| -32% | -$154K | 0.08% | 87 |
|
|
2013
Q3 | $418K | Buy |
3,545
+751
| +27% | +$88.6K | 0.12% | 71 |
|
|
2013
Q2 | $284K | Buy |
+2,794
| New | +$284K | 0.08% | 83 |
|