Signature Wealth Management 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 |
-12,651
| Closed | -$2.42M | – | 89 |
|
|
2022
Q1 | $2.42M | Buy |
12,651
+3,330
| +36% | +$638K | 1.09% | 46 |
|
|
2021
Q4 | $1.88M | Buy |
9,321
+1,271
| +16% | +$256K | 0.95% | 49 |
|
|
2021
Q3 | $1.77M | Buy |
8,050
+1,131
| +16% | +$249K | 0.98% | 48 |
|
|
2021
Q2 | $1.66M | Buy |
6,919
+520
| +8% | +$125K | 0.92% | 47 |
|
|
2021
Q1 | $1.63M | Buy |
6,399
+465
| +8% | +$118K | 0.96% | 43 |
|
|
2020
Q4 | $1.27M | Buy |
+5,934
| New | +$1.27M | 0.8% | 45 |
|
|
2020
Q1 | – | Sell |
-800
| Closed | -$261K | – | 69 |
|
|
2019
Q4 | $261K | Hold |
800
| – | – | 0.16% | 77 |
|
|
2019
Q3 | $304K | Hold |
800
| – | – | 0.2% | 71 |
|
|
2019
Q2 | $285K | Sell |
800
-853
| -52% | -$304K | 0.19% | 73 |
|
|
2019
Q1 | $630K | Buy |
1,653
+5
| +0.3% | +$1.91K | 0.44% | 53 |
|
|
2018
Q4 | $531K | Buy |
1,648
+69
| +4% | +$22.2K | 0.41% | 57 |
|
|
2018
Q3 | $530K | Buy |
1,579
+115
| +8% | +$38.6K | 0.39% | 55 |
|
|
2018
Q2 | $491K | Buy |
1,464
+43
| +3% | +$14.4K | 0.36% | 48 |
|
|
2018
Q1 | $466K | Sell |
1,421
-844
| -37% | -$277K | 0.36% | 46 |
|
|
2017
Q4 | $668K | Buy |
+2,265
| New | +$668K | 0.49% | 41 |
|