YorkBridge Wealth Partners’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $317K | Hold |
1,666
| – | – | 0.08% | 178 |
|
|
2022
Q3 | $202K | Hold |
1,666
| – | – | 0.05% | 263 |
|
|
2022
Q2 | $228K | Buy |
1,666
+10
| +0.6% | +$1.37K | 0.06% | 248 |
|
|
2022
Q1 | $317K | Buy |
1,656
+1
| +0.1% | +$191 | 0.07% | 225 |
|
|
2021
Q4 | $333K | Hold |
1,655
| – | – | 0.07% | 224 |
|
|
2021
Q3 | $364K | Buy |
1,655
+359
| +28% | +$79K | 0.09% | 187 |
|
|
2021
Q2 | $310K | Hold |
1,296
| – | – | 0.08% | 199 |
|
|
2021
Q1 | $330K | Buy |
1,296
+106
| +9% | +$27K | 0.1% | 175 |
|
|
2020
Q4 | $255K | Buy |
+1,190
| New | +$255K | 0.09% | 168 |
|
|
2020
Q3 | – | Sell |
-1,190
| Closed | -$218K | – | 179 |
|
|
2020
Q2 | $218K | Buy |
+1,190
| New | +$218K | 0.1% | 162 |
|
|
2020
Q1 | – | Sell |
-1,190
| Closed | -$388K | – | 157 |
|
|
2019
Q4 | $388K | Sell |
1,190
-115
| -9% | -$37.5K | 0.18% | 123 |
|
|
2019
Q3 | $497K | Sell |
1,305
-200
| -13% | -$76.2K | 0.25% | 95 |
|
|
2019
Q2 | $548K | Sell |
1,505
-100
| -6% | -$36.4K | 0.24% | 87 |
|
|
2019
Q1 | $612K | Sell |
1,605
-200
| -11% | -$76.3K | 0.28% | 82 |
|
|
2018
Q4 | $582K | Sell |
1,805
-540
| -23% | -$174K | 0.31% | 80 |
|
|
2018
Q3 | $896K | Sell |
2,345
-1,020
| -30% | -$390K | 0.41% | 63 |
|
|
2018
Q2 | $1.13M | Sell |
3,365
-100
| -3% | -$33.6K | 0.5% | 60 |
|
|
2018
Q1 | $1.17M | Buy |
3,465
+320
| +10% | +$108K | 0.54% | 51 |
|
|
2017
Q4 | $1.03M | Buy |
3,145
+1,777
| +130% | +$584K | 0.5% | 52 |
|
|
2017
Q3 | $348K | Hold |
1,368
| – | – | 0.18% | 116 |
|
|
2017
Q2 | $272K | Buy |
1,368
+200
| +17% | +$39.8K | 0.14% | 138 |
|
|
2017
Q1 | $214K | Sell |
1,168
-30
| -3% | -$5.5K | 0.11% | 163 |
|
|
2016
Q4 | $180K | Buy |
+1,198
| New | +$180K | 0.11% | 162 |
|