Truepoint Inc’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,235
| Closed | -$402K | – | 52 |
|
|
2019
Q4 | $402K | Hold |
1,235
| – | – | 0.03% | 78 |
|
|
2019
Q3 | $470K | Sell |
1,235
-21
| -2% | -$7.99K | 0.04% | 64 |
|
|
2019
Q2 | $457K | Buy |
1,256
+102
| +9% | +$37.1K | 0.04% | 74 |
|
|
2019
Q1 | $440K | Sell |
1,154
-162
| -12% | -$61.8K | 0.04% | 68 |
|
|
2018
Q4 | $425K | Sell |
1,316
-226
| -15% | -$73K | 0.04% | 66 |
|
|
2018
Q3 | $574K | Buy |
1,542
+71
| +5% | +$26.4K | 0.05% | 56 |
|
|
2018
Q2 | $494K | Buy |
1,471
+989
| +205% | +$332K | 0.04% | 63 |
|
|
2018
Q1 | $1.47K | Sell |
482
-794
| -62% | -$2.42K | 0.01% | 95 |
|
|
2017
Q4 | $376K | Hold |
1,276
| – | – | 0.04% | 60 |
|
|
2017
Q3 | $324K | Sell |
1,276
-158
| -11% | -$40.1K | 0.03% | 73 |
|
|
2017
Q2 | $341K | Buy |
1,434
+158
| +12% | +$37.6K | 0.03% | 70 |
|
|
2017
Q1 | $226K | Hold |
1,276
| – | – | 0.02% | 88 |
|
|
2016
Q4 | $209K | Buy |
+1,276
| New | +$209K | 0.02% | 86 |
|
|
2016
Q1 | – | Sell |
-1,780
| Closed | -$257K | – | 80 |
|
|
2015
Q4 | $257K | Buy |
+1,780
| New | +$257K | 0.04% | 61 |
|