Wills Financial Group’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,499
| Closed | -$2.44M | – | 51 |
|
|
2019
Q4 | $2.44M | Buy |
7,499
+1,079
| +17% | +$351K | 1.4% | 25 |
|
|
2019
Q3 | $2.44M | Sell |
6,420
-1,615
| -20% | -$614K | 1.57% | 25 |
|
|
2019
Q2 | $2.93M | Buy |
8,035
+114
| +1% | +$41.5K | 1.91% | 21 |
|
|
2019
Q1 | $3.02M | Sell |
7,921
-1,251
| -14% | -$477K | 2.05% | 18 |
|
|
2018
Q4 | $2.96M | Sell |
9,172
-156
| -2% | -$50.3K | 2.27% | 16 |
|
|
2018
Q3 | $3.47M | Buy |
9,328
+47
| +0.5% | +$17.5K | 2.29% | 15 |
|
|
2018
Q2 | $3.11M | Buy |
9,281
+263
| +3% | +$88.2K | 2.25% | 15 |
|
|
2018
Q1 | $2.96M | Sell |
9,018
-683
| -7% | -$224K | 2.19% | 17 |
|
|
2017
Q4 | $2.86M | Sell |
9,701
-177
| -2% | -$52.2K | 1.99% | 17 |
|
|
2017
Q3 | $2.51M | Sell |
9,878
-1,745
| -15% | -$444K | 1.85% | 20 |
|
|
2017
Q2 | $2.3M | Sell |
11,623
-963
| -8% | -$190K | 1.71% | 23 |
|
|
2017
Q1 | $2.23M | Sell |
12,586
-673
| -5% | -$119K | 1.7% | 22 |
|
|
2016
Q4 | $2.06M | Buy |
13,259
+12
| +0.1% | +$1.87K | 1.68% | 24 |
|
|
2016
Q3 | $1.75M | Buy |
13,247
+849
| +7% | +$112K | 1.52% | 24 |
|
|
2016
Q2 | $1.61M | Buy |
12,398
+1,054
| +9% | +$137K | 1.34% | 27 |
|
|
2016
Q1 | $1.44M | Buy |
11,344
+322
| +3% | +$40.8K | 1.24% | 29 |
|
|
2015
Q4 | $1.59M | Buy |
11,022
+5,212
| +90% | +$753K | 1.4% | 29 |
|
|
2015
Q3 | $760K | Buy |
+5,810
| New | +$760K | 0.7% | 43 |
|