Camelot Portfolios’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-972
| Closed | -$253K | – | 142 |
|
|
2023
Q4 | $253K | Buy |
+972
| New | +$253K | 0.15% | 156 |
|
|
2018
Q3 | – | Sell |
-1,529
| Closed | -$513K | – | 211 |
|
|
2018
Q2 | $513K | Sell |
1,529
-300
| -16% | -$101K | 0.22% | 114 |
|
|
2018
Q1 | $600K | Sell |
1,829
-2,271
| -55% | -$745K | 0.28% | 96 |
|
|
2017
Q4 | $1.21M | Hold |
4,100
| – | – | 0.57% | 53 |
|
|
2017
Q3 | $1.04M | Hold |
4,100
| – | – | 0.5% | 54 |
|
|
2017
Q2 | $811K | Sell |
4,100
-990
| -19% | -$196K | 0.4% | 67 |
|
|
2017
Q1 | $900K | Hold |
5,090
| – | – | 0.44% | 62 |
|
|
2016
Q4 | $792K | Buy |
5,090
+40
| +0.8% | +$6.22K | 0.41% | 65 |
|
|
2016
Q3 | $665K | Buy |
5,050
+2,900
| +135% | +$382K | 0.36% | 78 |
|
|
2016
Q2 | $279K | Buy |
2,150
+386
| +22% | +$50.1K | 0.16% | 114 |
|
|
2016
Q1 | $224K | Buy |
+1,764
| New | +$224K | 0.14% | 129 |
|