Wealth Advisors’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 |
-859
| Closed | -$192K | – | 69 |
|
|
2021
Q3 | $192K | Hold |
859
| – | – | 0.08% | 67 |
|
|
2021
Q2 | $199K | Buy |
859
+69
| +9% | +$16K | 0.07% | 68 |
|
|
2021
Q1 | $185K | Buy |
+790
| New | +$185K | 0.07% | 69 |
|
|
2020
Q1 | – | Sell |
-1,267
| Closed | -$429K | – | 56 |
|
|
2019
Q4 | $429K | Buy |
+1,267
| New | +$429K | 0.24% | 47 |
|