Bruderman Asset Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,957
| Closed | -$1.04M | – | 94 |
|
|
2019
Q3 | $1.04M | Sell |
2,957
-4,939
| -63% | -$1.73M | 0.26% | 72 |
|
|
2019
Q2 | $2.87M | Sell |
7,896
-3,303
| -29% | -$1.2M | 0.68% | 49 |
|
|
2019
Q1 | $4.27M | Buy |
11,199
+133
| +1% | +$50.7K | 0.94% | 40 |
|
|
2018
Q4 | $3.57M | Buy |
11,066
+1,989
| +22% | +$641K | 0.92% | 38 |
|
|
2018
Q3 | $3.38M | Sell |
9,077
-384
| -4% | -$143K | 0.77% | 48 |
|
|
2018
Q2 | $3.17M | Sell |
9,461
-17,800
| -65% | -$5.97M | 0.77% | 49 |
|
|
2018
Q1 | $8.94M | Buy |
27,261
+459
| +2% | +$150K | 2.14% | 16 |
|
|
2017
Q4 | $7.9M | Sell |
26,802
-1,388
| -5% | -$409K | 2.01% | 15 |
|
|
2017
Q3 | $7.17M | Buy |
28,190
+596
| +2% | +$152K | 1.85% | 20 |
|
|
2017
Q2 | $5.46M | Buy |
27,594
+6,163
| +29% | +$1.22M | 1.46% | 20 |
|
|
2017
Q1 | $3.79M | Buy |
21,431
+13,564
| +172% | +$2.4M | 1.09% | 32 |
|
|
2016
Q4 | $1.23M | Buy |
7,867
+2
| +0% | +$311 | 0.37% | 59 |
|
|
2016
Q3 | $1.04M | Sell |
7,865
-4,951
| -39% | -$652K | 0.31% | 65 |
|
|
2016
Q2 | $1.66M | Sell |
12,816
-3,556
| -22% | -$462K | 0.52% | 47 |
|
|
2016
Q1 | $2.08M | Sell |
16,372
-2,429
| -13% | -$308K | 0.72% | 37 |
|
|
2015
Q4 | $2.72M | Buy |
18,801
+854
| +5% | +$123K | 1.02% | 27 |
|
|
2015
Q3 | $2.35M | Buy |
17,947
+2,853
| +19% | +$374K | 0.93% | 30 |
|
|
2015
Q2 | $2.09M | Buy |
15,094
+4,735
| +46% | +$657K | 0.8% | 34 |
|
|
2015
Q1 | $1.56M | Buy |
+10,359
| New | +$1.56M | 0.61% | 43 |
|