Taylor Hoffman Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-366
| Closed | -$67K | – | 131 |
|
|
2020
Q2 | $67K | Buy |
+366
| New | +$67K | 0.04% | 178 |
|
|
2020
Q1 | – | Sell |
-386
| Closed | -$126K | – | 129 |
|
|
2019
Q4 | $126K | Hold |
386
| – | – | 0.08% | 145 |
|
|
2019
Q3 | $147K | Hold |
386
| – | – | 0.1% | 132 |
|
|
2019
Q2 | $141K | Hold |
386
| – | – | 0.11% | 132 |
|
|
2019
Q1 | $147K | Hold |
386
| – | – | 0.11% | 124 |
|
|
2018
Q4 | $124K | Sell |
386
-128
| -25% | -$41.1K | 0.11% | 119 |
|
|
2018
Q3 | $191K | Hold |
514
| – | – | 0.15% | 106 |
|
|
2018
Q2 | $172K | Hold |
514
| – | – | 0.15% | 103 |
|
|
2018
Q1 | $169K | Hold |
514
| – | – | 0.15% | 105 |
|
|
2017
Q4 | $152K | Buy |
+514
| New | +$152K | 0.15% | 109 |
|