Tiedemann Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-949
| Closed | -$202K | – | 258 |
|
2023
Q1 | $202K | Buy |
+949
| New | +$202K | 0.01% | 231 |
|
2021
Q4 | – | Sell |
-1,095
| Closed | -$241K | – | 280 |
|
2021
Q3 | $241K | Sell |
1,095
-393
| -26% | -$86.5K | 0.01% | 261 |
|
2021
Q2 | $356K | Sell |
1,488
-472
| -24% | -$113K | 0.01% | 269 |
|
2021
Q1 | $499K | Buy |
1,960
+652
| +50% | +$166K | 0.02% | 214 |
|
2020
Q4 | $280K | Buy |
1,308
+69
| +6% | +$14.8K | 0.01% | 265 |
|
2020
Q3 | $205K | Sell |
1,239
-12
| -1% | -$1.99K | 0.01% | 300 |
|
2020
Q2 | $229K | Buy |
+1,251
| New | +$229K | 0.01% | 266 |
|
2020
Q1 | – | Sell |
-1,580
| Closed | -$515K | – | 294 |
|
2019
Q4 | $515K | Sell |
1,580
-1,521
| -49% | -$496K | 0.02% | 211 |
|
2019
Q3 | $1.18M | Sell |
3,101
-912
| -23% | -$346K | 0.06% | 158 |
|
2019
Q2 | $1.46M | Buy |
4,013
+272
| +7% | +$99K | 0.07% | 131 |
|
2019
Q1 | $1.43M | Sell |
3,741
-125
| -3% | -$47.7K | 0.07% | 171 |
|
2018
Q4 | $1.25M | Buy |
3,866
+129
| +3% | +$41.6K | 0.06% | 178 |
|
2018
Q3 | $1.39M | Sell |
3,737
-144
| -4% | -$53.6K | 0.08% | 140 |
|
2018
Q2 | $1.3M | Buy |
3,881
+518
| +15% | +$174K | 0.08% | 138 |
|
2018
Q1 | $1.1M | Buy |
3,363
+2,662
| +380% | +$874K | 0.08% | 143 |
|
2017
Q4 | $205K | Sell |
701
-2,148
| -75% | -$628K | 0.02% | 211 |
|
2017
Q3 | $425K | Sell |
2,849
-5,695
| -67% | -$850K | 0.04% | 238 |
|
2017
Q2 | $1.69M | Buy |
8,544
+2,474
| +41% | +$489K | 0.12% | 138 |
|
2017
Q1 | $1.07M | Buy |
6,070
+3,664
| +152% | +$648K | 0.09% | 178 |
|
2016
Q4 | $375K | Buy |
+2,406
| New | +$375K | 0.04% | 240 |
|