RPg Family Wealth Advisory’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 |
-47
| Closed | -$10.3K | – | 279 |
|
|
2021
Q3 | $10.3K | Hold |
47
| – | – | ﹤0.01% | 276 |
|
|
2021
Q2 | $11.3K | Buy |
+47
| New | +$11.3K | ﹤0.01% | 269 |
|
|
2020
Q4 | $10.1K | Buy |
+47
| New | +$10.1K | ﹤0.01% | 288 |
|
|
2020
Q2 | – | Sell |
-78
| Closed | -$11.6K | – | 282 |
|
|
2020
Q1 | $11.6K | Sell |
78
-5
| -6% | -$746 | 0.01% | 241 |
|
|
2019
Q4 | $27K | Sell |
83
-12
| -13% | -$3.91K | 0.02% | 190 |
|
|
2019
Q3 | $36.1K | Buy |
95
+56
| +144% | +$21.3K | 0.02% | 184 |
|
|
2019
Q2 | $14.2K | Buy |
39
+2
| +5% | +$728 | 0.01% | 250 |
|
|
2019
Q1 | $14.1K | Buy |
+37
| New | +$14.1K | 0.01% | 260 |
|
|
2018
Q3 | – | Sell |
-90
| Closed | -$30.2K | – | 257 |
|
|
2018
Q2 | $30.2K | Buy |
+90
| New | +$30.2K | 0.02% | 139 |
|
|
2018
Q1 | – | Sell |
-354
| Closed | -$104K | – | 242 |
|
|
2017
Q4 | $104K | Hold |
354
| – | – | 0.09% | 61 |
|
|
2017
Q3 | $90K | Buy |
354
+243
| +219% | +$61.8K | 0.07% | 83 |
|
|
2017
Q2 | $22K | Buy |
+111
| New | +$22K | 0.02% | 230 |
|
|
2017
Q1 | – | Sell |
-587
| Closed | -$91.4K | – | 273 |
|
|
2016
Q4 | $91.4K | Hold |
587
| – | – | 0.08% | 85 |
|
|
2016
Q3 | $77.3K | Hold |
587
| – | – | 0.05% | 93 |
|
|
2016
Q2 | $76.2K | Sell |
587
-13
| -2% | -$1.69K | 0.03% | 101 |
|
|
2016
Q1 | $76.2K | Sell |
600
-220
| -27% | -$27.9K | 0.06% | 101 |
|
|
2015
Q4 | $119K | Buy |
+820
| New | +$119K | 0.11% | 51 |
|