River Wealth Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,958
| Closed | -$404K | – | 199 |
|
|
2022
Q2 | $404K | Buy |
2,958
+1,811
| +158% | +$247K | 0.07% | 164 |
|
|
2022
Q1 | $220K | Sell |
1,147
-1
| -0.1% | -$192 | 0.04% | 215 |
|
|
2021
Q4 | $231K | Buy |
1,148
+76
| +7% | +$15.3K | 0.04% | 212 |
|
|
2021
Q3 | $236K | Buy |
1,072
+111
| +12% | +$24.4K | 0.04% | 201 |
|
|
2021
Q2 | $230K | Buy |
961
+20
| +2% | +$4.79K | 0.04% | 199 |
|
|
2021
Q1 | $240K | Sell |
941
-2,004
| -68% | -$511K | 0.05% | 197 |
|
|
2020
Q4 | $630K | Buy |
2,945
+44
| +2% | +$9.41K | 0.14% | 127 |
|
|
2020
Q3 | $479K | Buy |
2,901
+10
| +0.3% | +$1.65K | 0.13% | 134 |
|
|
2020
Q2 | $530K | Buy |
2,891
+90
| +3% | +$16.5K | 0.16% | 118 |
|
|
2020
Q1 | $418K | Sell |
2,801
-78
| -3% | -$11.6K | 0.17% | 114 |
|
|
2019
Q4 | $938K | Buy |
2,879
+2,003
| +229% | +$653K | 0.32% | 84 |
|
|
2019
Q3 | $333K | Sell |
876
-700
| -44% | -$266K | 0.13% | 134 |
|
|
2019
Q2 | $574K | Sell |
1,576
-400
| -20% | -$146K | 0.22% | 101 |
|
|
2019
Q1 | $754K | Buy |
1,976
+837
| +73% | +$319K | 0.32% | 86 |
|
|
2018
Q4 | $367K | Sell |
1,139
-343
| -23% | -$111K | 0.16% | 118 |
|
|
2018
Q3 | $551K | Sell |
1,482
-210
| -12% | -$78.1K | 0.2% | 113 |
|
|
2018
Q2 | $568K | Sell |
1,692
-187
| -10% | -$62.8K | 0.22% | 105 |
|
|
2018
Q1 | $616K | Sell |
1,879
-10
| -0.5% | -$3.28K | 0.26% | 105 |
|
|
2017
Q4 | $557K | Buy |
1,889
+240
| +15% | +$70.8K | 0.23% | 110 |
|
|
2017
Q3 | $419K | Buy |
1,649
+56
| +4% | +$14.2K | 0.19% | 120 |
|
|
2017
Q2 | $315K | Buy |
1,593
+130
| +9% | +$25.7K | 0.15% | 133 |
|
|
2017
Q1 | $259K | Buy |
+1,463
| New | +$259K | 0.13% | 139 |
|
|
2016
Q4 | – | Sell |
-1,663
| Closed | -$219K | – | 152 |
|
|
2016
Q3 | $219K | Sell |
1,663
-246
| -13% | -$32.4K | 0.12% | 141 |
|
|
2016
Q2 | $248K | Buy |
+1,909
| New | +$248K | 0.14% | 138 |
|