Woodard & Company Asset Management Group’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-800
| Closed | -$204K | – | 102 |
|
|
2021
Q1 | $204K | Buy |
+800
| New | +$204K | 0.13% | 80 |
|
|
2020
Q1 | – | Sell |
-629
| Closed | -$205K | – | 86 |
|
|
2019
Q4 | $205K | Sell |
629
-1
| -0.2% | -$326 | 0.12% | 59 |
|
|
2019
Q3 | $240K | Buy |
+630
| New | +$240K | 0.15% | 56 |
|
|
2018
Q4 | – | Sell |
-600
| Closed | -$223K | – | 42 |
|
|
2018
Q3 | $223K | Hold |
600
| – | – | 0.2% | 47 |
|
|
2018
Q2 | $201K | Sell |
600
-100
| -14% | -$33.6K | 0.2% | 47 |
|
|
2018
Q1 | $230K | Hold |
700
| – | – | 0.23% | 42 |
|
|
2017
Q4 | $205K | Buy |
+700
| New | +$205K | 0.18% | 50 |
|