Cetera Investment Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-3,234
| Closed | -$641K | – | 7 |
|
2017
Q2 | $641K | Sell |
3,234
-982
| -23% | -$195K | 0.81% | 27 |
|
2017
Q1 | $746K | Sell |
4,216
-2,864
| -40% | -$507K | 0.85% | 27 |
|
2016
Q4 | $1.1M | Sell |
7,080
-1,259
| -15% | -$196K | 0.83% | 37 |
|
2016
Q3 | $1.1M | Sell |
8,339
-950
| -10% | -$125K | 0.71% | 49 |
|
2016
Q2 | $1.21M | Sell |
9,289
-922
| -9% | -$120K | 0.71% | 48 |
|
2016
Q1 | $1.31M | Sell |
10,211
-436
| -4% | -$56.1K | 0.68% | 50 |
|
2015
Q4 | $1.55M | Buy |
+10,647
| New | +$1.55M | 0.63% | 55 |
|