Broadleaf Partners’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-9,600
| Closed | -$3.66M | – | 57 |
|
|
2019
Q1 | $3.66M | Sell |
9,600
-2,032
| -17% | -$775K | 2.56% | 18 |
|
|
2018
Q4 | $3.75M | Sell |
11,632
-191
| -2% | -$61.6K | 3% | 9 |
|
|
2018
Q3 | $4.4M | Sell |
11,823
-1,780
| -13% | -$662K | 2.95% | 10 |
|
|
2018
Q2 | $4.56M | Buy |
13,603
+1,726
| +15% | +$579K | 3.34% | 8 |
|
|
2018
Q1 | $3.89M | Buy |
11,877
+480
| +4% | +$157K | 3% | 11 |
|
|
2017
Q4 | $3.36M | Buy |
+11,397
| New | +$3.36M | 2.79% | 12 |
|