Sullivan, Bruyette, Speros & Blaney’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $558K | Buy |
2,192
+141
| +7% | +$35.9K | 0.02% | 170 |
|
|
2020
Q4 | $439K | Buy |
2,051
+35
| +2% | +$7.49K | 0.02% | 182 |
|
|
2020
Q3 | $333K | Buy |
2,016
+312
| +18% | +$51.5K | 0.02% | 192 |
|
|
2020
Q2 | $312K | Sell |
1,704
-416
| -20% | -$76.2K | 0.02% | 180 |
|
|
2020
Q1 | $316K | Sell |
2,120
-154
| -7% | -$23K | 0.02% | 165 |
|
|
2019
Q4 | $741K | Buy |
2,274
+181
| +9% | +$59K | 0.04% | 112 |
|
|
2019
Q3 | $796K | Sell |
2,093
-37
| -2% | -$14.1K | 0.05% | 99 |
|
|
2019
Q2 | $776K | Buy |
2,130
+285
| +15% | +$104K | 0.05% | 95 |
|
|
2019
Q1 | $704K | Buy |
1,845
+253
| +16% | +$96.5K | 0.04% | 94 |
|
|
2018
Q4 | $513K | Hold |
1,592
| – | – | 0.04% | 108 |
|
|
2018
Q3 | $592K | Buy |
1,592
+2
| +0.1% | +$744 | 0.05% | 83 |
|
|
2018
Q2 | $534K | Buy |
1,590
+1
| +0.1% | +$336 | 0.05% | 84 |
|
|
2018
Q1 | $521K | Buy |
1,589
+2
| +0.1% | +$656 | 0.05% | 85 |
|
|
2017
Q4 | $468K | Buy |
1,587
+2
| +0.1% | +$590 | 0.04% | 96 |
|
|
2017
Q3 | $403K | Buy |
1,585
+198
| +14% | +$50.3K | 0.04% | 101 |
|
|
2017
Q2 | $274K | Buy |
1,387
+1
| +0.1% | +$198 | 0.03% | 125 |
|
|
2017
Q1 | $245K | Buy |
+1,386
| New | +$245K | 0.02% | 123 |
|