Wealthspire Advisors (Maryland)’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.27M | Buy |
7,677
+1,087
| +16% | +$180K | 0.04% | 167 |
|
|
2020
Q2 | $1.21M | Buy |
6,590
+1,033
| +19% | +$189K | 0.09% | 138 |
|
|
2020
Q1 | $829K | Sell |
5,557
-389
| -7% | -$58K | 0.07% | 160 |
|
|
2019
Q4 | $1.94M | Hold |
5,946
| – | – | 0.13% | 101 |
|
|
2019
Q3 | $2.26M | Sell |
5,946
-922
| -13% | -$351K | 0.17% | 87 |
|
|
2019
Q2 | $2.5M | Buy |
6,868
+22
| +0.3% | +$8.01K | 0.19% | 81 |
|
|
2019
Q1 | $2.61M | Sell |
6,846
-312
| -4% | -$119K | 0.2% | 76 |
|
|
2018
Q4 | $2.31M | Sell |
7,158
-887
| -11% | -$286K | 0.21% | 71 |
|
|
2018
Q3 | $2.99M | Buy |
8,045
+1,134
| +16% | +$422K | 0.25% | 63 |
|
|
2018
Q2 | $2.32M | Buy |
6,911
+400
| +6% | +$134K | 0.21% | 68 |
|
|
2018
Q1 | $2.14M | Sell |
6,511
-310
| -5% | -$102K | 0.2% | 73 |
|
|
2017
Q4 | $2.01M | Buy |
6,821
+146
| +2% | +$43.1K | 0.2% | 82 |
|
|
2017
Q3 | $1.7M | Buy |
6,675
+76
| +1% | +$19.3K | 0.18% | 84 |
|
|
2017
Q2 | $1.31M | Sell |
6,599
-396
| -6% | -$78.3K | 0.15% | 101 |
|
|
2017
Q1 | $1.24M | Buy |
6,995
+236
| +3% | +$41.7K | 0.18% | 89 |
|
|
2016
Q4 | $1.05M | Sell |
6,759
-604
| -8% | -$94K | 0.16% | 99 |
|
|
2016
Q3 | $970K | Buy |
7,363
+651
| +10% | +$85.8K | 0.15% | 101 |
|
|
2016
Q2 | $872K | Buy |
6,712
+129
| +2% | +$16.8K | 0.15% | 103 |
|
|
2016
Q1 | $836K | Sell |
6,583
-1,773
| -21% | -$225K | 0.15% | 104 |
|
|
2015
Q4 | $1.21M | Buy |
+8,356
| New | +$1.21M | 0.22% | 74 |
|