TrueWealth LLC’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $374K | Buy |
2,039
+56
| +3% | +$10.3K | 0.16% | 86 |
|
|
2020
Q1 | $296K | Sell |
1,983
-43
| -2% | -$6.42K | 0.14% | 93 |
|
|
2019
Q4 | $660K | Buy |
2,026
+1
| +0% | +$326 | 0.27% | 58 |
|
|
2019
Q3 | $771K | Hold |
2,025
| – | – | 0.33% | 46 |
|
|
2019
Q2 | $737K | Buy |
2,025
+233
| +13% | +$84.8K | 0.33% | 47 |
|
|
2019
Q1 | $683K | Buy |
1,792
+17
| +1% | +$6.48K | 0.32% | 48 |
|
|
2018
Q4 | $572K | Buy |
1,775
+150
| +9% | +$48.3K | 0.29% | 55 |
|
|
2018
Q3 | $604K | Buy |
1,625
+1
| +0.1% | +$372 | 0.28% | 57 |
|
|
2018
Q2 | $545K | Buy |
1,624
+244
| +18% | +$81.9K | 0.26% | 60 |
|
|
2018
Q1 | $453K | Sell |
1,380
-471
| -25% | -$155K | 0.23% | 67 |
|
|
2017
Q4 | $546K | Buy |
+1,851
| New | +$546K | 0.26% | 62 |
|