Westover Capital Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,845
| Closed | -$281K | – | 239 |
|
|
2024
Q3 | $281K | Sell |
1,845
-68
| -4% | -$10.3K | 0.05% | 204 |
|
|
2024
Q2 | $348K | Buy |
+1,913
| New | +$348K | 0.09% | 162 |
|
|
2021
Q4 | – | Sell |
-1,475
| Closed | -$324K | – | 179 |
|
|
2021
Q3 | $324K | Sell |
1,475
-1,747
| -54% | -$384K | 0.1% | 131 |
|
|
2021
Q2 | $772K | Sell |
3,222
-18
| -0.6% | -$4.31K | 0.25% | 81 |
|
|
2021
Q1 | $825K | Sell |
3,240
-40
| -1% | -$10.2K | 0.28% | 79 |
|
|
2020
Q4 | $702K | Buy |
3,280
+1,920
| +141% | +$411K | 0.25% | 82 |
|
|
2020
Q3 | $225K | Hold |
1,360
| – | – | 0.09% | 123 |
|
|
2020
Q2 | $249K | Sell |
1,360
-2,955
| -68% | -$541K | 0.12% | 98 |
|
|
2020
Q1 | $644K | Sell |
4,315
-3,254
| -43% | -$486K | 0.35% | 65 |
|
|
2019
Q4 | $2.47M | Sell |
7,569
-322
| -4% | -$105K | 1.1% | 34 |
|
|
2019
Q3 | $3M | Sell |
7,891
-26
| -0.3% | -$9.89K | 1.42% | 23 |
|
|
2019
Q2 | $2.88M | Buy |
7,917
+4
| +0.1% | +$1.46K | 1.42% | 25 |
|
|
2019
Q1 | $3.02M | Sell |
7,913
-111
| -1% | -$42.3K | 1.57% | 22 |
|
|
2018
Q4 | $2.59M | Sell |
8,024
-2,880
| -26% | -$929K | 1.62% | 23 |
|
|
2018
Q3 | $4.06M | Buy |
10,904
+142
| +1% | +$52.8K | 2.05% | 11 |
|
|
2018
Q2 | $3.61M | Buy |
10,762
+2,116
| +24% | +$710K | 1.95% | 15 |
|
|
2018
Q1 | $2.84M | Buy |
8,646
+2,061
| +31% | +$676K | 1.54% | 23 |
|
|
2017
Q4 | $1.94M | Sell |
6,585
-96
| -1% | -$28.3K | 1.07% | 32 |
|
|
2017
Q3 | $1.7M | Buy |
6,681
+5,322
| +392% | +$1.35M | 1% | 36 |
|
|
2017
Q2 | $269K | Buy |
1,359
+47
| +4% | +$9.3K | 0.18% | 96 |
|
|
2017
Q1 | $232K | Sell |
1,312
-110
| -8% | -$19.5K | 0.15% | 94 |
|
|
2016
Q4 | $221K | Buy |
+1,422
| New | +$221K | 0.16% | 93 |
|
|
2016
Q3 | – | Sell |
-2,506
| Closed | -$325K | – | 92 |
|
|
2016
Q2 | $325K | Sell |
2,506
-356
| -12% | -$46.2K | 0.27% | 73 |
|
|
2016
Q1 | $363K | Buy |
+2,862
| New | +$363K | 0.31% | 70 |
|