SevenBridge Financial Group’s Boeing BA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-1,290
| Closed | -$247K | – | 144 |
|
2022
Q1 | $247K | Sell |
1,290
-475
| -27% | -$91K | 0.09% | 138 |
|
2021
Q4 | $355K | Sell |
1,765
-45
| -2% | -$9.05K | 0.11% | 129 |
|
2021
Q3 | $398K | Buy |
1,810
+105
| +6% | +$23.1K | 0.13% | 118 |
|
2021
Q2 | $408K | Buy |
+1,705
| New | +$408K | 0.13% | 116 |
|
2020
Q2 | – | Sell |
-1,736
| Closed | -$259K | – | 135 |
|
2020
Q1 | $259K | Buy |
1,736
+25
| +1% | +$3.73K | 0.15% | 109 |
|
2019
Q4 | $557K | Buy |
1,711
+71
| +4% | +$23.1K | 0.15% | 83 |
|
2019
Q3 | $624K | Buy |
1,640
+105
| +7% | +$40K | 0.33% | 76 |
|
2019
Q2 | $559K | Buy |
1,535
+130
| +9% | +$47.3K | 0.2% | 76 |
|
2019
Q1 | $536K | Buy |
1,405
+115
| +9% | +$43.9K | 0.2% | 73 |
|
2018
Q4 | $416K | Buy |
1,290
+95
| +8% | +$30.6K | 0.25% | 77 |
|
2018
Q3 | $444K | Hold |
1,195
| – | – | 0.24% | 84 |
|
2018
Q2 | $401K | Hold |
1,195
| – | – | 0.22% | 89 |
|
2018
Q1 | $392K | Sell |
1,195
-10
| -0.8% | -$3.28K | 0.22% | 92 |
|
2017
Q4 | $355K | Sell |
1,205
-45
| -4% | -$13.3K | 0.2% | 101 |
|
2017
Q3 | $318K | Hold |
1,250
| – | – | 0.18% | 109 |
|
2017
Q2 | $247K | Buy |
1,250
+250
| +25% | +$49.4K | 0.15% | 121 |
|
2017
Q1 | $179K | Hold |
1,000
| – | – | 0.12% | 136 |
|
2016
Q4 | $133K | Hold |
1,000
| – | – | 0.1% | 159 |
|
2016
Q3 | $133K | Sell |
1,000
-96
| -9% | -$12.8K | 0.1% | 158 |
|
2016
Q2 | $142K | Buy |
+1,096
| New | +$142K | 0.1% | 163 |
|