Berman Capital Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $285K | Sell |
1,298
-188
| -13% | -$41.3K | 0.04% | 210 |
|
|
2021
Q2 | $356K | Buy |
1,486
+383
| +35% | +$91.8K | 0.06% | 156 |
|
|
2021
Q1 | $280K | Buy |
1,103
+103
| +10% | +$26.1K | 0.06% | 154 |
|
|
2020
Q4 | $213K | Sell |
1,000
-94
| -9% | -$20K | 0.05% | 155 |
|
|
2020
Q3 | $180K | Buy |
1,094
+3
| +0.3% | +$494 | 0.05% | 155 |
|
|
2020
Q2 | $199K | Buy |
1,091
+100
| +10% | +$18.2K | 0.05% | 144 |
|
|
2020
Q1 | $147K | Sell |
991
-374
| -27% | -$55.5K | 0.05% | 149 |
|
|
2019
Q4 | $444K | Buy |
1,365
+11
| +0.8% | +$3.58K | 0.13% | 76 |
|
|
2019
Q3 | $515K | Buy |
1,354
+15
| +1% | +$5.71K | 0.16% | 67 |
|
|
2019
Q2 | $487K | Buy |
1,339
+67
| +5% | +$24.4K | 0.16% | 64 |
|
|
2019
Q1 | $485K | Sell |
1,272
-590
| -32% | -$225K | 0.16% | 67 |
|
|
2018
Q4 | $598K | Sell |
1,862
-53
| -3% | -$17K | 0.23% | 47 |
|
|
2018
Q3 | $712K | Buy |
1,915
+111
| +6% | +$41.3K | 0.3% | 42 |
|
|
2018
Q2 | $606K | Buy |
1,804
+61
| +3% | +$20.5K | 0.21% | 52 |
|
|
2018
Q1 | $572K | Buy |
1,743
+24
| +1% | +$7.88K | 0.22% | 52 |
|
|
2017
Q4 | $507K | Buy |
+1,719
| New | +$507K | 0.17% | 56 |
|