VisionPoint Advisory Group’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-165
| Closed | -$30K | – | 282 |
|
|
2024
Q2 | $30K | Sell |
165
-48
| -23% | -$8.74K | 0.01% | 343 |
|
|
2024
Q1 | $41.1K | Buy |
213
+49
| +30% | +$9.46K | 0.01% | 290 |
|
|
2023
Q4 | $42.7K | Sell |
164
-1,089
| -87% | -$284K | 0.02% | 261 |
|
|
2023
Q3 | $240K | Buy |
1,253
+1,102
| +730% | +$211K | 0.1% | 132 |
|
|
2023
Q2 | $31.9K | Buy |
+151
| New | +$31.9K | 0.01% | 244 |
|
|
2022
Q2 | – | Sell |
-4,174
| Closed | -$514K | – | 102 |
|
|
2022
Q1 | $514K | Sell |
4,174
-1,802
| -30% | -$222K | 0.24% | 54 |
|
|
2021
Q4 | $1.23M | Buy |
5,976
+1,903
| +47% | +$393K | 0.54% | 44 |
|
|
2021
Q3 | $914K | Sell |
4,073
-825
| -17% | -$185K | 0.41% | 50 |
|
|
2021
Q2 | $1.17M | Buy |
+4,898
| New | +$1.17M | 0.52% | 55 |
|
|
2020
Q2 | – | Sell |
-1,657
| Closed | -$247K | – | 109 |
|
|
2020
Q1 | $247K | Sell |
1,657
-1,176
| -42% | -$175K | 0.12% | 93 |
|
|
2019
Q4 | $923K | Sell |
2,833
-356
| -11% | -$116K | 0.38% | 47 |
|
|
2019
Q3 | $1.2M | Buy |
3,189
+776
| +32% | +$292K | 0.33% | 42 |
|
|
2019
Q2 | $878K | Buy |
+2,413
| New | +$878K | 0.25% | 48 |
|
|
2019
Q1 | – | Sell |
-1,071
| Closed | -$345K | – | 131 |
|
|
2018
Q4 | $345K | Buy |
+1,071
| New | +$345K | 0.11% | 75 |
|