Carnick & Kubik’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-14,550
| Closed | -$1.2M | – | 409 |
|
|
2015
Q2 | $1.2M | Buy |
14,550
+10,225
| +236% | +$846K | 0.98% | 32 |
|
|
2015
Q1 | $649K | Buy |
4,325
+200
| +5% | +$30K | 0.54% | 68 |
|
|
2014
Q4 | $536K | Buy |
4,125
+300
| +8% | +$39K | 0.46% | 90 |
|
|
2014
Q3 | $487K | Buy |
+3,825
| New | +$487K | 0.45% | 83 |
|