Ropes Wealth Advisors’s Boeing BA Stock Holding History

Ropes Wealth Advisors’s Portfolio BA Stock Details BA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$1.24M	Sell	6,465 -333	-5%	-$63.8K	0.24%	91
2023 Q2	$1.44M	Buy	6,798 +74	+1%	+$15.6K	0.24%	96
2023 Q1	$1.43M	Sell	6,724 -24	-0.4%	-$5.1K	0.26%	94
2022 Q4	$1.29M	Buy	6,748 +732	+12%	+$139K	0.23%	98
2022 Q3	$728K	Sell	6,016 -52	-0.9%	-$6.29K	0.15%	126
2022 Q2	$830K	Sell	6,068 -61	-1%	-$8.34K	0.17%	121
2022 Q1	$1.17M	Sell	6,129 -100	-2%	-$19.2K	0.2%	110
2021 Q4	$1.25M	Sell	6,229 -1,481	-19%	-$298K	0.22%	98
2021 Q3	$1.7M	Buy	7,710 +148	+2%	+$32.6K	0.27%	78
2021 Q2	$1.81M	Buy	7,562 +155	+2%	+$37.1K	0.29%	79
2021 Q1	$1.7M	Sell	7,407 -80	-1%	-$18.3K	0.3%	82
2020 Q4	$1.6M	Sell	7,487 -513	-6%	-$110K	0.25%	76
2020 Q3	$1.32M	Buy	8,000 +115	+1%	+$19K	0.26%	72
2020 Q2	$1.45M	Buy	7,885 +595	+8%	+$109K	0.29%	67
2020 Q1	$1.09M	Sell	7,290 -1,307	-15%	-$195K	0.28%	69
2019 Q4	$2.8M	Buy	8,597 +270	+3%	+$87.9K	0.6%	38
2019 Q3	$3.17M	Buy	8,327 +77	+0.9%	+$29.3K	0.67%	35
2019 Q2	$3M	Sell	8,250 -67	-0.8%	-$24.4K	0.63%	36
2019 Q1	$3.17M	Buy	8,317 +240	+3%	+$91.5K	0.84%	33
2018 Q4	$2.61M	Sell	8,077 -569	-7%	-$184K	0.75%	35
2018 Q3	$3.22M	Buy	8,646 +41	+0.5%	+$15.2K	0.79%	33
2018 Q2	$2.89M	Buy	8,605 +686	+9%	+$230K	0.78%	33
2018 Q1	$2.6M	Sell	7,919 -356	-4%	-$117K	0.71%	34
2017 Q4	$2.44M	Sell	8,275 -128	-2%	-$37.7K	0.64%	40
2017 Q3	$2.14M	Sell	8,403 -90	-1%	-$22.9K	0.58%	47
2017 Q2	$1.68M	Buy	8,493 +55	+0.7%	+$10.9K	0.48%	54
2017 Q1	$1.49M	Buy	8,438 +10	+0.1%	+$1.77K	0.43%	58
2016 Q4	$1.31M	Buy	8,428 +130	+2%	+$20.2K	0.41%	57
2016 Q3	$1.09M	Sell	8,298 -41	-0.5%	-$5.4K	0.37%	61
2016 Q2	$1.08M	Buy	8,339 +9	+0.1%	+$1.17K	0.38%	56
2016 Q1	$1.06M	Buy	8,330 +2,696	+48%	+$342K	0.47%	50
2015 Q4	$815K	Buy	5,634 +19	+0.3%	+$2.75K	0.36%	59
2015 Q3	$735K	Buy	5,615 +257	+5%	+$33.6K	0.39%	51
2015 Q2	$743K	Sell	5,358 -1,638	-23%	-$227K	0.4%	53
2015 Q1	$1.05M	Buy	+6,996	New	+$1.05M	0.54%	45