SWS Partners’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $584K | Sell |
1,570
-168
| -10% | -$62.5K | 0.35% | 66 |
|
|
2019
Q2 | $628K | Buy |
+1,738
| New | +$628K | 0.4% | 66 |
|
|
2018
Q4 | $385K | Buy |
1,193
+24
| +2% | +$7.75K | 0.29% | 66 |
|
|
2018
Q3 | $435K | Buy |
1,169
+27
| +2% | +$10K | 0.28% | 67 |
|
|
2018
Q2 | $383K | Buy |
1,142
+894
| +360% | +$300K | 0.27% | 70 |
|
|
2018
Q1 | $80K | Sell |
248
-169
| -41% | -$54.5K | 0.06% | 104 |
|
|
2017
Q4 | $123K | Buy |
+417
| New | +$123K | 0.09% | 81 |
|