WEC
Winslow Evans & Crocker’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.21M | Buy |
5,664
+3,018
| +114% | +$646K | 0.23% | 101 |
|
|
2020
Q3 | $438K | Sell |
2,646
-174
| -6% | -$28.8K | 0.11% | 184 |
|
|
2020
Q2 | $517K | Buy |
2,820
+982
| +53% | +$180K | 0.14% | 148 |
|
|
2020
Q1 | $276K | Sell |
1,838
-2,756
| -60% | -$414K | 0.09% | 203 |
|
|
2019
Q4 | $1.5M | Sell |
4,594
-34
| -0.7% | -$11.1K | 0.38% | 61 |
|
|
2019
Q3 | $1.76M | Sell |
4,628
-334
| -7% | -$127K | 0.49% | 46 |
|
|
2019
Q2 | $1.81M | Sell |
4,962
-614
| -11% | -$224K | 0.5% | 47 |
|
|
2019
Q1 | $2.13M | Buy |
5,576
+328
| +6% | +$125K | 0.6% | 38 |
|
|
2018
Q4 | $1.69M | Buy |
5,248
+1,086
| +26% | +$351K | 0.57% | 40 |
|
|
2018
Q3 | $1.55M | Sell |
4,162
-118
| -3% | -$43.9K | 0.47% | 49 |
|
|
2018
Q2 | $1.44M | Buy |
4,280
+326
| +8% | +$110K | 0.45% | 53 |
|
|
2018
Q1 | $1.3M | Buy |
3,954
+98
| +3% | +$32.1K | 0.42% | 57 |
|
|
2017
Q4 | $1.14M | Buy |
3,856
+90
| +2% | +$26.5K | 0.37% | 64 |
|
|
2017
Q3 | $957K | Buy |
3,766
+596
| +19% | +$151K | 0.32% | 71 |
|
|
2017
Q2 | $613K | Sell |
3,170
-2,540
| -44% | -$491K | 0.17% | 139 |
|
|
2017
Q1 | $1.01M | Buy |
5,710
+3,140
| +122% | +$555K | 0.32% | 66 |
|
|
2016
Q4 | $400K | Sell |
2,570
-116
| -4% | -$18.1K | 0.12% | 166 |
|
|
2016
Q3 | $354K | Hold |
2,686
| – | – | 0.1% | 203 |
|
|
2016
Q2 | $349K | Sell |
2,686
-590
| -18% | -$76.6K | 0.1% | 196 |
|
|
2016
Q1 | $416K | Sell |
3,276
-2,120
| -39% | -$269K | 0.13% | 163 |
|
|
2015
Q4 | $780K | Buy |
5,396
+110
| +2% | +$15.9K | 0.22% | 102 |
|
|
2015
Q3 | $692K | Buy |
5,286
+104
| +2% | +$13.6K | 0.22% | 105 |
|
|
2015
Q2 | $719K | Sell |
5,182
-594
| -10% | -$82.4K | 0.2% | 117 |
|
|
2015
Q1 | $867K | Buy |
5,776
+100
| +2% | +$15K | 0.25% | 92 |
|
|
2014
Q4 | $738K | Buy |
5,676
+210
| +4% | +$27.3K | 0.21% | 106 |
|
|
2014
Q3 | $696K | Buy |
5,466
+786
| +17% | +$100K | 0.2% | 119 |
|
|
2014
Q2 | $595K | Buy |
4,680
+723
| +18% | +$92K | 0.2% | 129 |
|
|
2014
Q1 | $497K | Buy |
3,957
+30
| +0.8% | +$3.77K | 0.17% | 142 |
|
|
2013
Q4 | $536K | Buy |
+3,927
| New | +$536K | 0.18% | 138 |
|