Taylor Wealth Management Partners’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-208
| Closed | -$67K | – | 56 |
|
|
2018
Q4 | $67K | Sell |
208
-350
| -63% | -$113K | 0.04% | 56 |
|
|
2018
Q3 | $208K | Buy |
558
+15
| +3% | +$5.59K | 0.09% | 55 |
|
|
2018
Q2 | $182K | Hold |
543
| – | – | 0.08% | 52 |
|
|
2018
Q1 | $178K | Sell |
543
-75
| -12% | -$24.6K | 0.09% | 51 |
|
|
2017
Q4 | $182K | Sell |
618
-300
| -33% | -$88.4K | 0.08% | 63 |
|
|
2017
Q3 | $233K | Hold |
918
| – | – | 0.1% | 59 |
|
|
2017
Q2 | $182K | Hold |
918
| – | – | 0.08% | 64 |
|
|
2017
Q1 | $162K | Buy |
918
+350
| +62% | +$61.8K | 0.07% | 68 |
|
|
2016
Q4 | $88K | Sell |
568
-148
| -21% | -$22.9K | 0.04% | 85 |
|
|
2016
Q3 | $94K | Hold |
716
| – | – | 0.04% | 76 |
|
|
2016
Q2 | $93K | Hold |
716
| – | – | 0.04% | 71 |
|
|
2016
Q1 | $91K | Buy |
716
+525
| +275% | +$66.7K | 0.04% | 62 |
|
|
2015
Q4 | $28K | Sell |
191
-48
| -20% | -$7.04K | 0.01% | 88 |
|
|
2015
Q3 | $31K | Buy |
239
+63
| +36% | +$8.17K | 0.02% | 87 |
|
|
2015
Q2 | $24K | Hold |
176
| – | – | 0.01% | 119 |
|
|
2015
Q1 | $26K | Buy |
+176
| New | +$26K | 0.01% | 100 |
|