Willingdon Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $226K | Sell |
1,513
-543
| -26% | -$81.1K | 0.06% | 104 |
|
|
2019
Q4 | $670K | Buy |
2,056
+19
| +0.9% | +$6.19K | 0.14% | 99 |
|
|
2019
Q3 | $775K | Buy |
2,037
+274
| +16% | +$104K | 0.17% | 96 |
|
|
2019
Q2 | $642K | Sell |
1,763
-50
| -3% | -$18.2K | 0.15% | 100 |
|
|
2019
Q1 | $692K | Sell |
1,813
-126
| -6% | -$48.1K | 0.17% | 105 |
|
|
2018
Q4 | $625K | Buy |
1,939
+819
| +73% | +$264K | 0.18% | 112 |
|
|
2018
Q3 | $417K | Buy |
1,120
+223
| +25% | +$83K | 0.11% | 109 |
|
|
2018
Q2 | $301K | Sell |
897
-100
| -10% | -$33.6K | 0.09% | 118 |
|
|
2018
Q1 | $327K | Buy |
997
+126
| +14% | +$41.3K | 0.1% | 117 |
|
|
2017
Q4 | $257K | Buy |
871
+100
| +13% | +$29.5K | 0.08% | 112 |
|
|
2017
Q3 | $196K | Buy |
+771
| New | +$196K | 0.07% | 109 |
|