Transamerica Financial Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-108
| Closed | -$40K | – | 120 |
|
|
2019
Q2 | $40K | Buy |
+108
| New | +$40K | 0.01% | 258 |
|
|
2019
Q1 | – | Sell |
-273
| Closed | -$89K | – | 118 |
|
|
2018
Q4 | $89K | Buy |
273
+113
| +71% | +$36.8K | 0.02% | 185 |
|
|
2018
Q3 | $60K | Buy |
160
+156
| +3,900% | +$58.5K | 0.01% | 218 |
|
|
2018
Q2 | $2K | Buy |
+4
| New | +$2K | ﹤0.01% | 303 |
|
|
2016
Q2 | – | Sell |
-69
| Closed | -$9K | – | 417 |
|
|
2016
Q1 | $9K | Sell |
69
-557
| -89% | -$72.7K | ﹤0.01% | 558 |
|
|
2015
Q4 | $91K | Hold |
626
| – | – | 0.01% | 349 |
|
|
2015
Q3 | $82K | Hold |
626
| – | – | 0.01% | 337 |
|
|
2015
Q2 | $87K | Sell |
626
-2,689
| -81% | -$374K | 0.01% | 395 |
|
|
2015
Q1 | $498K | Buy |
3,315
+98
| +3% | +$14.7K | 0.03% | 229 |
|
|
2014
Q4 | $419K | Buy |
+3,217
| New | +$419K | 0.03% | 207 |
|
|
2014
Q1 | – | Sell |
-2,187
| Closed | -$299K | – | 655 |
|
|
2013
Q4 | $299K | Sell |
2,187
-112
| -5% | -$15.3K | 0.03% | 205 |
|
|
2013
Q3 | $271K | Buy |
+2,299
| New | +$271K | 0.04% | 209 |
|