Catamount Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $267K | Buy |
700
+634
| +961% | +$242K | 0.15% | 44 |
|
|
2018
Q4 | $25K | Hold |
66
| – | – | 0.02% | 90 |
|
|
2018
Q3 | $25K | Hold |
66
| – | – | 0.01% | 111 |
|
|
2018
Q2 | $22K | Buy |
+66
| New | +$22K | 0.01% | 109 |
|
|
2018
Q1 | – | Sell |
-745
| Closed | -$220K | – | 182 |
|
|
2017
Q4 | $220K | Hold |
745
| – | – | 0.12% | 38 |
|
|
2017
Q3 | $189K | Buy |
745
+45
| +6% | +$11.4K | 0.11% | 36 |
|
|
2017
Q2 | $138K | Buy |
+700
| New | +$138K | 0.08% | 49 |
|
|
2015
Q4 | – | Sell |
-301
| Closed | -$39K | – | 128 |
|
|
2015
Q3 | $39K | Buy |
+301
| New | +$39K | 0.04% | 53 |
|