Cavalier Investments’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-3,750
| Closed | -$1.37M | – | 118 |
|
|
2019
Q2 | $1.37M | Sell |
3,750
-3,900
| -51% | -$1.42M | 0.57% | 48 |
|
|
2019
Q1 | $2.92M | Buy |
7,650
+1,050
| +16% | +$401K | 1.2% | 17 |
|
|
2018
Q4 | $2.13M | Hold |
6,600
| – | – | 0.69% | 21 |
|
|
2018
Q3 | $2.46M | Buy |
6,600
+2,300
| +53% | +$856K | 0.71% | 35 |
|
|
2018
Q2 | $1.44M | Buy |
4,300
+2,900
| +207% | +$973K | 0.49% | 43 |
|
|
2018
Q1 | $459K | Buy |
+1,400
| New | +$459K | 0.16% | 104 |
|