WP
WealthSource Partners’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $959K | Buy |
3,681
+323
| +10% | +$84.2K | 0.06% | 207 |
|
|
2023
Q3 | $644K | Sell |
3,358
-297
| -8% | -$56.9K | 0.04% | 260 |
|
|
2023
Q2 | $772K | Sell |
3,655
-250
| -6% | -$52.8K | 0.05% | 233 |
|
|
2023
Q1 | $830K | Sell |
3,905
-61
| -2% | -$13K | 0.06% | 219 |
|
|
2022
Q4 | $755K | Sell |
3,966
-289
| -7% | -$55.1K | 0.05% | 231 |
|
|
2022
Q3 | $515K | Sell |
4,255
-407
| -9% | -$49.3K | 0.04% | 300 |
|
|
2022
Q2 | $637K | Sell |
4,662
-1,110
| -19% | -$152K | 0.05% | 260 |
|
|
2022
Q1 | $1.11M | Sell |
5,772
-540
| -9% | -$103K | 0.07% | 201 |
|
|
2021
Q4 | $1.27M | Buy |
6,312
+218
| +4% | +$43.9K | 0.1% | 156 |
|
|
2021
Q3 | $1.34M | Sell |
6,094
-215
| -3% | -$47.3K | 0.12% | 137 |
|
|
2021
Q2 | $1.51M | Buy |
6,309
+777
| +14% | +$186K | 0.13% | 120 |
|
|
2021
Q1 | $1.41M | Buy |
5,532
+8
| +0.1% | +$2.04K | 0.14% | 113 |
|
|
2020
Q4 | $1.18M | Buy |
5,524
+1,305
| +31% | +$279K | 0.14% | 103 |
|
|
2020
Q3 | $697K | Sell |
4,219
-423
| -9% | -$69.9K | 0.09% | 149 |
|
|
2020
Q2 | $851K | Buy |
4,642
+479
| +12% | +$87.8K | 0.12% | 111 |
|
|
2020
Q1 | $621K | Sell |
4,163
-1,735
| -29% | -$259K | 0.1% | 151 |
|
|
2019
Q4 | $1.92M | Sell |
5,898
-242
| -4% | -$78.8K | 0.25% | 73 |
|
|
2019
Q3 | $2.34M | Buy |
6,140
+930
| +18% | +$354K | 0.35% | 74 |
|
|
2019
Q2 | $1.9M | Buy |
5,210
+3,555
| +215% | +$1.29M | 0.3% | 86 |
|
|
2019
Q1 | $631K | Sell |
1,655
-554
| -25% | -$211K | 0.14% | 133 |
|
|
2018
Q4 | $712K | Buy |
2,209
+1,245
| +129% | +$401K | 0.2% | 110 |
|
|
2018
Q3 | $358K | Sell |
964
-2,568
| -73% | -$954K | 0.09% | 193 |
|
|
2018
Q2 | $1.19M | Buy |
3,532
+2,703
| +326% | +$907K | 0.33% | 76 |
|
|
2018
Q1 | $272K | Buy |
829
+136
| +20% | +$44.6K | 0.08% | 223 |
|
|
2017
Q4 | $204K | Sell |
693
-1,957
| -74% | -$576K | 0.06% | 282 |
|
|
2017
Q3 | $674K | Sell |
2,650
-3
| -0.1% | -$763 | 0.22% | 105 |
|
|
2017
Q2 | $525K | Buy |
+2,653
| New | +$525K | 0.18% | 122 |
|
|
2016
Q4 | – | Sell |
-2,449
| Closed | -$323K | – | 248 |
|
|
2016
Q3 | $323K | Buy |
2,449
+325
| +15% | +$42.9K | 0.12% | 173 |
|
|
2016
Q2 | $276K | Buy |
2,124
+50
| +2% | +$6.5K | 0.1% | 185 |
|
|
2016
Q1 | $263K | Buy |
+2,074
| New | +$263K | 0.11% | 177 |
|