SWM
SVA Wealth Management’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $306K | Sell |
1,428
-129
| -8% | -$27.6K | 0.03% | 198 |
|
|
2020
Q3 | $257K | Sell |
1,557
-376
| -19% | -$62.1K | 0.03% | 182 |
|
|
2020
Q2 | $354K | Buy |
1,933
+192
| +11% | +$35.2K | 0.04% | 163 |
|
|
2020
Q1 | $260K | Sell |
1,741
-5,518
| -76% | -$824K | 0.03% | 173 |
|
|
2019
Q4 | $2.37M | Sell |
7,259
-404
| -5% | -$132K | 0.22% | 88 |
|
|
2019
Q3 | $2.92M | Sell |
7,663
-76
| -1% | -$28.9K | 0.29% | 74 |
|
|
2019
Q2 | $2.82M | Sell |
7,739
-1,963
| -20% | -$715K | 0.28% | 75 |
|
|
2019
Q1 | $3.7M | Buy |
9,702
+7,984
| +465% | +$3.05M | 0.36% | 64 |
|
|
2018
Q4 | $554K | Sell |
1,718
-224
| -12% | -$72.2K | 0.06% | 139 |
|
|
2018
Q3 | $722K | Buy |
1,942
+86
| +5% | +$32K | 0.07% | 135 |
|
|
2018
Q2 | $623K | Sell |
1,856
-175
| -9% | -$58.7K | 0.07% | 139 |
|
|
2018
Q1 | $516K | Buy |
2,031
+30
| +1% | +$7.62K | 0.06% | 142 |
|
|
2017
Q4 | $590K | Sell |
2,001
-30
| -1% | -$8.85K | 0.07% | 139 |
|
|
2017
Q3 | $516K | Buy |
2,031
+21
| +1% | +$5.34K | 0.06% | 142 |
|
|
2017
Q2 | $398K | Buy |
2,010
+68
| +4% | +$13.5K | 0.05% | 150 |
|
|
2017
Q1 | $343K | Sell |
1,942
-38
| -2% | -$6.71K | 0.05% | 154 |
|
|
2016
Q4 | $308K | Sell |
1,980
-50
| -2% | -$7.78K | 0.05% | 165 |
|
|
2016
Q3 | $267K | Sell |
2,030
-695
| -26% | -$91.4K | 0.04% | 171 |
|
|
2016
Q2 | $354K | Buy |
2,725
+660
| +32% | +$85.7K | 0.06% | 160 |
|
|
2016
Q1 | $262K | Buy |
+2,065
| New | +$262K | 0.04% | 177 |
|