Vishria Bird Financial Group’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-991
| Closed | -$218K | – | 66 |
|
|
2021
Q3 | $218K | Buy |
991
+56
| +6% | +$12.3K | 0.11% | 60 |
|
|
2021
Q2 | $224K | Hold |
935
| – | – | 0.11% | 56 |
|
|
2021
Q1 | $238K | Hold |
935
| – | – | 0.13% | 50 |
|
|
2020
Q4 | $200K | Buy |
+935
| New | +$200K | 0.11% | 48 |
|
|
2020
Q1 | – | Sell |
-837
| Closed | -$273K | – | 41 |
|
|
2019
Q4 | $273K | Buy |
+837
| New | +$273K | 0.26% | 34 |
|
|
2019
Q3 | – | Sell |
-835
| Closed | -$304K | – | 53 |
|
|
2019
Q2 | $304K | Hold |
835
| – | – | 0.3% | 35 |
|
|
2019
Q1 | $318K | Hold |
835
| – | – | 0.32% | 34 |
|
|
2018
Q4 | $269K | Hold |
835
| – | – | 0.3% | 38 |
|
|
2018
Q3 | $311K | Hold |
835
| – | – | 0.27% | 33 |
|
|
2018
Q2 | $280K | Buy |
+835
| New | +$280K | 0.26% | 34 |
|