V Wealth Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $300K | Sell |
1,566
-1,559
| -50% | -$299K | 0.24% | 82 |
|
|
2023
Q2 | $660K | Sell |
3,125
-518
| -14% | -$109K | 0.11% | 169 |
|
|
2023
Q1 | $774K | Sell |
3,643
-2,137
| -37% | -$454K | 0.15% | 146 |
|
|
2022
Q4 | $1.1M | Buy |
5,780
+656
| +13% | +$125K | 0.23% | 103 |
|
|
2022
Q3 | $621K | Sell |
5,124
-891
| -15% | -$108K | 0.12% | 164 |
|
|
2022
Q2 | $822K | Buy |
6,015
+543
| +10% | +$74.2K | 0.16% | 157 |
|
|
2022
Q1 | $1.05M | Sell |
5,472
-909
| -14% | -$174K | 0.17% | 140 |
|
|
2021
Q4 | $1.29M | Sell |
6,381
-222
| -3% | -$44.7K | 0.19% | 131 |
|
|
2021
Q3 | $1.45M | Sell |
6,603
-761
| -10% | -$167K | 0.22% | 106 |
|
|
2021
Q2 | $1.76M | Buy |
7,364
+242
| +3% | +$58K | 0.28% | 81 |
|
|
2021
Q1 | $1.81M | Buy |
7,122
+109
| +2% | +$27.8K | 0.33% | 68 |
|
|
2020
Q4 | $1.5M | Buy |
7,013
+2,239
| +47% | +$480K | 0.31% | 77 |
|
|
2020
Q3 | $789K | Sell |
4,774
-2,631
| -36% | -$435K | 0.55% | 44 |
|
|
2020
Q2 | $1.36M | Buy |
7,405
+2,024
| +38% | +$371K | 0.35% | 69 |
|
|
2020
Q1 | $802K | Buy |
5,381
+3,222
| +149% | +$480K | 0.25% | 108 |
|
|
2019
Q4 | $821K | Hold |
2,159
| – | – | 0.29% | 90 |
|
|
2019
Q3 | $821K | Buy |
2,159
+241
| +13% | +$91.6K | 0.29% | 90 |
|
|
2019
Q2 | $697K | Sell |
1,918
-603
| -24% | -$219K | 0.26% | 100 |
|
|
2019
Q1 | $955K | Buy |
2,521
+285
| +13% | +$108K | 0.39% | 72 |
|
|
2018
Q4 | $760K | Buy |
2,236
+131
| +6% | +$44.5K | 0.39% | 68 |
|
|
2018
Q3 | $777K | Buy |
+2,105
| New | +$777K | 0.36% | 76 |
|
|
2018
Q2 | – | Sell |
-2,212
| Closed | -$710K | – | 210 |
|
|
2018
Q1 | $710K | Sell |
2,212
-249
| -10% | -$79.9K | 0.38% | 73 |
|
|
2017
Q4 | $826K | Buy |
2,461
+488
| +25% | +$164K | 0.42% | 63 |
|
|
2017
Q3 | $501K | Buy |
1,973
+2
| +0.1% | +$508 | 0.25% | 94 |
|
|
2017
Q2 | $391K | Sell |
1,971
-159
| -7% | -$31.5K | 0.18% | 116 |
|
|
2017
Q1 | $379K | Buy |
2,130
+168
| +9% | +$29.9K | 0.23% | 115 |
|
|
2016
Q4 | $307K | Buy |
1,962
+361
| +23% | +$56.5K | 0.22% | 127 |
|
|
2016
Q3 | $211K | Buy |
+1,601
| New | +$211K | 0.17% | 156 |
|