Sutton Wealth Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $75.7K | Buy |
395
+32
| +9% | +$6.13K | 0.04% | 193 |
|
2023
Q2 | $76.7K | Sell |
363
-317
| -47% | -$66.9K | 0.04% | 193 |
|
2023
Q1 | $144K | Sell |
680
-714
| -51% | -$152K | 0.08% | 131 |
|
2022
Q4 | $266K | Sell |
1,394
-86
| -6% | -$16.4K | 0.1% | 145 |
|
2022
Q3 | $179K | Sell |
1,480
-40
| -3% | -$4.84K | 0.07% | 180 |
|
2022
Q2 | $208K | Buy |
1,520
+17
| +1% | +$2.32K | 0.08% | 163 |
|
2022
Q1 | $288K | Sell |
1,503
-20
| -1% | -$3.83K | 0.1% | 143 |
|
2021
Q4 | $307K | Sell |
1,523
-222
| -13% | -$44.7K | 0.1% | 132 |
|
2021
Q3 | $384K | Buy |
1,745
+14
| +0.8% | +$3.08K | 0.14% | 109 |
|
2021
Q2 | $415K | Buy |
1,731
+6
| +0.3% | +$1.44K | 0.15% | 104 |
|
2021
Q1 | $439K | Buy |
1,725
+16
| +0.9% | +$4.08K | 0.17% | 91 |
|
2020
Q4 | $366K | Buy |
1,709
+36
| +2% | +$7.71K | 0.16% | 107 |
|
2020
Q3 | $276K | Sell |
1,673
-242
| -13% | -$40K | 0.13% | 117 |
|
2020
Q2 | $351K | Sell |
1,915
-267
| -12% | -$48.9K | 0.18% | 95 |
|
2020
Q1 | $325K | Buy |
2,182
+248
| +13% | +$37K | 0.2% | 85 |
|
2019
Q4 | $630K | Buy |
1,934
+671
| +53% | +$219K | 0.32% | 55 |
|
2019
Q3 | $481K | Buy |
1,263
+24
| +2% | +$9.13K | 0.27% | 63 |
|
2019
Q2 | $451K | Buy |
1,239
+67
| +6% | +$24.4K | 0.26% | 70 |
|
2019
Q1 | $447K | Buy |
1,172
+15
| +1% | +$5.72K | 0.26% | 64 |
|
2018
Q4 | $373K | Sell |
1,157
-33
| -3% | -$10.6K | 0.24% | 70 |
|
2018
Q3 | $443K | Hold |
1,190
| – | – | 0.29% | 59 |
|
2018
Q2 | $399K | Hold |
1,190
| – | – | 0.28% | 60 |
|
2018
Q1 | $390K | Buy |
1,190
+16
| +1% | +$5.25K | 0.28% | 61 |
|
2017
Q4 | $346K | Sell |
1,174
-29
| -2% | -$8.55K | 0.25% | 69 |
|
2017
Q3 | $306K | Hold |
1,203
| – | – | 0.23% | 76 |
|
2017
Q2 | $238K | Hold |
1,203
| – | – | 0.19% | 92 |
|
2017
Q1 | $213K | Hold |
1,203
| – | – | 0.18% | 97 |
|
2016
Q4 | $187K | Sell |
1,203
-30
| -2% | -$4.67K | 0.17% | 108 |
|
2016
Q3 | $162K | Hold |
1,233
| – | – | 0.15% | 119 |
|
2016
Q2 | $160K | Buy |
1,233
+69
| +6% | +$8.96K | 0.15% | 115 |
|
2016
Q1 | $148K | Buy |
+1,164
| New | +$148K | 0.14% | 126 |
|