Wealth Architects’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-786
| Closed | -$299K | – | 140 |
|
|
2019
Q3 | $299K | Sell |
786
-1
| -0.1% | -$380 | 0.09% | 95 |
|
|
2019
Q2 | $286K | Buy |
787
+61
| +8% | +$22.2K | 0.09% | 99 |
|
|
2019
Q1 | $277K | Buy |
726
+29
| +4% | +$11.1K | 0.09% | 99 |
|
|
2018
Q4 | $225K | Sell |
697
-428
| -38% | -$138K | 0.08% | 106 |
|
|
2018
Q3 | $418K | Buy |
1,125
+60
| +6% | +$22.3K | 0.13% | 71 |
|
|
2018
Q2 | $357K | Buy |
1,065
+29
| +3% | +$9.72K | 0.12% | 74 |
|
|
2018
Q1 | $340K | Sell |
1,036
-2
| -0.2% | -$656 | 0.11% | 75 |
|
|
2017
Q4 | $306K | Sell |
1,038
-640
| -38% | -$189K | 0.1% | 94 |
|
|
2017
Q3 | $427K | Sell |
1,678
-4
| -0.2% | -$1.02K | 0.15% | 69 |
|
|
2017
Q2 | $332K | Sell |
1,682
-9
| -0.5% | -$1.78K | 0.12% | 84 |
|
|
2017
Q1 | $299K | Sell |
1,691
-113
| -6% | -$20K | 0.12% | 86 |
|
|
2016
Q4 | $281K | Hold |
1,804
| – | – | 0.13% | 88 |
|
|
2016
Q3 | $327K | Hold |
1,804
| – | – | 0.15% | 79 |
|
|
2016
Q2 | $234K | Sell |
1,804
-2
| -0.1% | -$259 | 0.11% | 97 |
|
|
2016
Q1 | $229K | Sell |
1,806
-782
| -30% | -$99.2K | 0.11% | 100 |
|
|
2015
Q4 | $374K | Sell |
2,588
-130
| -5% | -$18.8K | 0.18% | 75 |
|
|
2015
Q3 | $356K | Sell |
2,718
-702
| -21% | -$91.9K | 0.19% | 75 |
|
|
2015
Q2 | $474K | Buy |
3,420
+700
| +26% | +$97K | 0.25% | 59 |
|
|
2015
Q1 | $408K | Buy |
2,720
+66
| +2% | +$9.9K | 0.23% | 59 |
|
|
2014
Q4 | $345K | Buy |
+2,654
| New | +$345K | 0.2% | 66 |
|