RKL Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-936
| Closed | -$356K | – | 120 |
|
|
2019
Q3 | $356K | Buy |
936
+132
| +16% | +$50.2K | 0.07% | 107 |
|
|
2019
Q2 | $292K | Sell |
804
-417
| -34% | -$151K | 0.05% | 112 |
|
|
2019
Q1 | $465K | Buy |
1,221
+442
| +57% | +$168K | 0.09% | 103 |
|
|
2018
Q4 | $252K | Sell |
779
-5
| -0.6% | -$1.62K | 0.06% | 115 |
|
|
2018
Q3 | $291K | Sell |
784
-43
| -5% | -$16K | 0.06% | 116 |
|
|
2018
Q2 | $277K | Sell |
827
-130
| -14% | -$43.5K | 0.06% | 119 |
|
|
2018
Q1 | $314K | Buy |
957
+214
| +29% | +$70.2K | 0.07% | 117 |
|
|
2017
Q4 | $220K | Sell |
743
-573
| -44% | -$170K | 0.05% | 131 |
|
|
2017
Q3 | $335K | Buy |
1,316
+156
| +13% | +$39.7K | 0.09% | 118 |
|
|
2017
Q2 | $230K | Buy |
+1,160
| New | +$230K | 0.07% | 134 |
|