Windsor Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,092
| Closed | -$233K | – | 232 |
|
|
2021
Q4 | $233K | Buy |
+1,092
| New | +$233K | 0.04% | 219 |
|
|
2021
Q2 | – | Sell |
-809
| Closed | -$206K | – | 216 |
|
|
2021
Q1 | $206K | Buy |
+809
| New | +$206K | 0.05% | 197 |
|
|
2020
Q3 | – | Sell |
-3,122
| Closed | -$572K | – | 187 |
|
|
2020
Q2 | $572K | Buy |
3,122
+99
| +3% | +$18.1K | 0.18% | 113 |
|
|
2020
Q1 | $451K | Sell |
3,023
-36
| -1% | -$5.37K | 0.18% | 119 |
|
|
2019
Q4 | $996K | Buy |
3,059
+375
| +14% | +$122K | 0.37% | 68 |
|
|
2019
Q3 | $986K | Sell |
2,684
-315
| -11% | -$116K | 0.43% | 59 |
|
|
2019
Q2 | $1.07M | Buy |
2,999
+409
| +16% | +$146K | 0.47% | 58 |
|
|
2019
Q1 | $988K | Buy |
2,590
+398
| +18% | +$152K | 0.55% | 50 |
|
|
2018
Q4 | $707K | Buy |
2,192
+130
| +6% | +$41.9K | 0.48% | 61 |
|
|
2018
Q3 | $767K | Buy |
2,062
+152
| +8% | +$56.5K | 0.5% | 53 |
|
|
2018
Q2 | $641K | Buy |
1,910
+225
| +13% | +$75.5K | 0.5% | 52 |
|
|
2018
Q1 | $552K | Buy |
1,685
+41
| +2% | +$13.4K | 0.47% | 57 |
|
|
2017
Q4 | $485K | Buy |
+1,644
| New | +$485K | 0.42% | 60 |
|