UWM
USAdvisors Wealth Management’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,065
| Closed | -$214K | – | 126 |
|
|
2021
Q4 | $214K | Buy |
+1,065
| New | +$214K | 0.09% | 116 |
|
|
2020
Q1 | – | Sell |
-1,110
| Closed | -$362K | – | 70 |
|
|
2019
Q4 | $362K | Hold |
1,110
| – | – | 0.19% | 62 |
|
|
2019
Q3 | $422K | Sell |
1,110
-100
| -8% | -$38K | 0.22% | 39 |
|
|
2019
Q2 | $440 | Buy |
1,210
+10
| +0.8% | +$4 | 0.19% | 33 |
|
|
2019
Q1 | $458K | Buy |
+1,200
| New | +$458K | 0.33% | 26 |
|
|
2018
Q4 | – | Sell |
-2,536
| Closed | -$943K | – | 46 |
|
|
2018
Q3 | $943K | Sell |
2,536
-35
| -1% | -$13K | 0.68% | 18 |
|
|
2018
Q2 | $862K | Hold |
2,571
| – | – | 0.65% | 19 |
|
|
2018
Q1 | $843K | Buy |
2,571
+1,226
| +91% | +$402K | 0.67% | 20 |
|
|
2017
Q4 | $397K | Buy |
+1,345
| New | +$397K | 0.34% | 31 |
|