WFG Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $890K | Sell |
4,503
-77
| -2% | -$15.2K | 0.2% | 118 |
|
|
2017
Q1 | $810K | Sell |
4,580
-454
| -9% | -$80.3K | 0.22% | 110 |
|
|
2016
Q4 | $784K | Sell |
5,034
-573
| -10% | -$89.2K | 0.19% | 134 |
|
|
2016
Q3 | $739K | Buy |
5,607
+250
| +5% | +$33K | 0.18% | 133 |
|
|
2016
Q2 | $696K | Buy |
5,357
+81
| +2% | +$10.5K | 0.19% | 132 |
|
|
2016
Q1 | $670K | Buy |
5,276
+3,142
| +147% | +$399K | 0.19% | 130 |
|
|
2015
Q4 | $309K | Buy |
2,134
+185
| +9% | +$26.8K | 0.09% | 219 |
|
|
2015
Q3 | $255K | Buy |
1,949
+156
| +9% | +$20.4K | 0.08% | 242 |
|
|
2015
Q2 | $249K | Sell |
1,793
-496
| -22% | -$68.9K | 0.07% | 282 |
|
|
2015
Q1 | $344K | Sell |
2,289
-3,068
| -57% | -$461K | 0.1% | 232 |
|
|
2014
Q4 | $696K | Sell |
5,357
-1,715
| -24% | -$223K | 0.14% | 160 |
|
|
2014
Q3 | $901K | Buy |
7,072
+256
| +4% | +$32.6K | 0.17% | 145 |
|
|
2014
Q2 | $867K | Sell |
6,816
-150
| -2% | -$19.1K | 0.16% | 154 |
|
|
2014
Q1 | $874K | Sell |
6,966
-3,007
| -30% | -$377K | 0.18% | 140 |
|
|
2013
Q4 | $1.36M | Buy |
9,973
+821
| +9% | +$112K | 0.19% | 128 |
|
|
2013
Q3 | $1.08M | Sell |
9,152
-431
| -4% | -$50.6K | 0.17% | 154 |
|
|
2013
Q2 | $982K | Buy |
+9,583
| New | +$982K | 0.16% | 153 |
|