Simplicity Solutions’s Boeing BA Stock Holding History

Simplicity Solutions’s Portfolio BA Stock Details BA Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$4.6M	Sell	17,646 -406	-2%	-$106K	0.13%	147
2023 Q3	$3.46M	Sell	18,052 -3,834	-18%	-$735K	0.11%	171
2023 Q2	$4.62M	Sell	21,886 -13,048	-37%	-$2.76M	0.13%	156
2023 Q1	$7.42M	Buy	34,934 +26,965	+338%	+$5.73M	0.19%	102
2022 Q4	$1.52M	Buy	7,969 +175	+2%	+$33.3K	0.21%	116
2022 Q3	$943K	Buy	7,794 +4,254	+120%	+$515K	0.14%	181
2022 Q2	$484K	Sell	3,540 -371	-9%	-$50.7K	0.06%	308
2022 Q1	$749K	Sell	3,911 -801	-17%	-$153K	0.09%	230
2021 Q4	$948K	Buy	4,712 +2,266	+93%	+$456K	0.11%	232
2021 Q3	$538K	Buy	2,446 +214	+10%	+$47.1K	0.08%	269
2021 Q2	$535K	Buy	2,232 +459	+26%	+$110K	0.11%	212
2021 Q1	$452K	Sell	1,773 -19,860	-92%	-$5.06M	0.1%	225
2020 Q4	$4.63M	Sell	21,633 -1,926	-8%	-$412K	0.07%	241
2020 Q3	$3.89M	Buy	23,559 +4,337	+23%	+$717K	0.07%	228
2020 Q2	$3.52M	Sell	19,222 -10,649	-36%	-$1.95M	0.07%	218
2020 Q1	$4.46M	Buy	29,871 +22,852	+326%	+$3.41M	0.14%	130
2019 Q4	$2.29M	Buy	7,019 +1,575	+29%	+$513K	0.07%	222
2019 Q3	$2.07M	Buy	5,444 +1,088	+25%	+$414K	0.08%	186
2019 Q2	$1.59M	Sell	4,356 -15,468	-78%	-$5.63M	0.07%	187
2019 Q1	$6.69M	Buy	19,824 +4,276	+28%	+$1.44M	0.4%	55
2018 Q4	$5.01M	Buy	15,548 +13,771	+775%	+$4.44M	0.65%	33
2018 Q3	$661K	Buy	1,777 +448	+34%	+$167K	0.04%	220
2018 Q2	$446K	Buy	+1,329	New	+$446K	0.03%	276
2018 Q1	–	Sell	-861	Closed	-$254K	–	369
2017 Q4	$254K	Buy	+861	New	+$254K	0.02%	317
2017 Q3	–	Sell	-1,468	Closed	-$290K	–	219
2017 Q2	$290K	Buy	1,468 +72	+5%	+$14.2K	0.03%	325
2017 Q1	$247K	Sell	1,396 -890	-39%	-$157K	0.04%	332
2016 Q4	$356K	Buy	2,286 +199	+10%	+$31K	0.08%	238
2016 Q3	$275K	Buy	+2,087	New	+$275K	0.13%	195
2016 Q1	–	Sell	-4,188	Closed	-$606K	–	221
2015 Q4	$606K	Buy	+4,188	New	+$606K	0.07%	397