Wealthstreet Investment Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $77K | Hold |
400
| – | – | 2.07% | 14 |
|
|
2021
Q4 | $81K | Hold |
400
| – | – | 2% | 14 |
|
|
2021
Q3 | $88K | Sell |
400
-945
| -70% | -$208K | 2.43% | 16 |
|
|
2021
Q2 | $322K | Sell |
1,345
-37,824
| -97% | -$9.06M | 1.67% | 20 |
|
|
2021
Q1 | $9.98M | Buy |
39,169
+6,506
| +20% | +$1.66M | 0.97% | 25 |
|
|
2020
Q4 | $6.99M | Sell |
32,663
-152
| -0.5% | -$32.5K | 0.71% | 35 |
|
|
2020
Q3 | $5.42M | Sell |
32,815
-208
| -0.6% | -$34.4K | 0.61% | 41 |
|
|
2020
Q2 | $6.05M | Sell |
33,023
-6,952
| -17% | -$1.27M | 0.74% | 36 |
|
|
2020
Q1 | $5.96M | Buy |
39,975
+659
| +2% | +$98.3K | 0.88% | 31 |
|
|
2019
Q4 | $12.8M | Buy |
39,316
+1,468
| +4% | +$478K | 1.49% | 15 |
|
|
2019
Q3 | $13.2M | Buy |
37,848
+28
| +0.1% | +$9.77K | 1.69% | 11 |
|
|
2019
Q2 | $13.8M | Buy |
37,820
+1,070
| +3% | +$389K | 1.78% | 9 |
|
|
2019
Q1 | $14M | Buy |
36,750
+409
| +1% | +$156K | 1.85% | 8 |
|
|
2018
Q4 | $13.2M | Buy |
36,341
+1,294
| +4% | +$470K | 1.85% | 9 |
|
|
2018
Q3 | $13M | Sell |
35,047
-623
| -2% | -$232K | 1.61% | 11 |
|
|
2018
Q2 | $12M | Sell |
35,670
-312
| -0.9% | -$105K | 1.58% | 10 |
|
|
2018
Q1 | $11.8M | Sell |
35,982
-83
| -0.2% | -$27.2K | 1.48% | 12 |
|
|
2017
Q4 | $10.6M | Buy |
+36,065
| New | +$10.6M | 1.29% | 16 |
|