Unified Trust Company’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $298K | Hold |
1,353
| – | – | 0.09% | 70 |
|
|
2021
Q2 | $324K | Hold |
1,353
| – | – | 0.1% | 66 |
|
|
2021
Q1 | $344K | Hold |
1,353
| – | – | 0.11% | 64 |
|
|
2020
Q4 | $285K | Sell |
1,353
-274
| -17% | -$57.7K | 0.17% | 50 |
|
|
2020
Q3 | $268K | Hold |
1,627
| – | – | 0.19% | 49 |
|
|
2020
Q2 | $298K | Sell |
1,627
-200
| -11% | -$36.6K | 0.22% | 50 |
|
|
2020
Q1 | $272K | Buy |
1,827
+274
| +18% | +$40.8K | 0.18% | 50 |
|
|
2019
Q4 | $505K | Hold |
1,553
| – | – | 0.31% | 41 |
|
|
2019
Q3 | $590K | Buy |
1,553
+200
| +15% | +$76K | 0.39% | 40 |
|
|
2019
Q2 | $492K | Hold |
1,353
| – | – | 0.34% | 39 |
|
|
2019
Q1 | $516K | Hold |
1,353
| – | – | 0.39% | 38 |
|
|
2018
Q4 | $436K | Buy |
+1,353
| New | +$436K | 0.4% | 41 |
|