WealthTrust-Arizona’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $220K | Hold |
683
| – | – | 0.13% | 57 |
|
|
2018
Q3 | $254K | Buy |
683
+15
| +2% | +$5.58K | 0.12% | 60 |
|
|
2018
Q2 | $224K | Sell |
668
-10
| -1% | -$3.35K | 0.12% | 62 |
|
|
2018
Q1 | $222K | Buy |
678
+10
| +1% | +$3.27K | 0.12% | 59 |
|
|
2017
Q4 | $197K | Hold |
668
| – | – | 0.1% | 70 |
|
|
2017
Q3 | $170K | Sell |
668
-276
| -29% | -$70.2K | 0.09% | 73 |
|
|
2017
Q2 | $187K | Sell |
944
-135
| -13% | -$26.7K | 0.1% | 63 |
|
|
2017
Q1 | $191K | Hold |
1,079
| – | – | 0.1% | 66 |
|
|
2016
Q4 | $168K | Hold |
1,079
| – | – | 0.1% | 69 |
|
|
2016
Q3 | $142K | Hold |
1,079
| – | – | 0.09% | 78 |
|
|
2016
Q2 | $140K | Sell |
1,079
-1
| -0.1% | -$130 | 0.09% | 81 |
|
|
2016
Q1 | $137K | Buy |
1,080
+123
| +13% | +$15.6K | 0.09% | 73 |
|
|
2015
Q4 | $138K | Hold |
957
| – | – | 0.08% | 84 |
|
|
2015
Q3 | $125K | Buy |
957
+1
| +0.1% | +$131 | 0.08% | 80 |
|
|
2015
Q2 | $133K | Sell |
956
-304
| -24% | -$42.3K | 0.08% | 78 |
|
|
2015
Q1 | $189K | Buy |
1,260
+200
| +19% | +$30K | 0.12% | 68 |
|
|
2014
Q4 | $138K | Sell |
1,060
-396
| -27% | -$51.6K | 0.12% | 72 |
|
|
2014
Q3 | $185K | Sell |
1,456
-11
| -0.7% | -$1.4K | 0.2% | 63 |
|
|
2014
Q2 | $187K | Hold |
1,467
| – | – | 0.2% | 64 |
|
|
2014
Q1 | $184K | Buy |
1,467
+542
| +59% | +$68K | 0.21% | 59 |
|
|
2013
Q4 | $126K | Sell |
925
-595
| -39% | -$81K | 0.15% | 74 |
|
|
2013
Q3 | $179K | Hold |
1,520
| – | – | 0.23% | 51 |
|
|
2013
Q2 | $156K | Buy |
+1,520
| New | +$156K | 0.21% | 55 |
|