Charter Research & Investment Group’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-587
| Closed | -$218K | – | 77 |
|
|
2018
Q3 | $218K | Sell |
587
-18
| -3% | -$6.69K | 0.24% | 76 |
|
|
2018
Q2 | $203K | Sell |
605
-165
| -21% | -$55.4K | 0.23% | 75 |
|
|
2018
Q1 | $252K | Sell |
770
-25
| -3% | -$8.18K | 0.3% | 63 |
|
|
2017
Q4 | $234K | Buy |
+795
| New | +$234K | 0.26% | 68 |
|
|
2016
Q1 | – | Sell |
-1,445
| Closed | -$209K | – | 71 |
|
|
2015
Q4 | $209K | Sell |
1,445
-100
| -6% | -$14.5K | 0.24% | 69 |
|
|
2015
Q3 | $202K | Hold |
1,545
| – | – | 0.27% | 64 |
|
|
2015
Q2 | $214K | Hold |
1,545
| – | – | 0.24% | 70 |
|
|
2015
Q1 | $232K | Hold |
1,545
| – | – | 0.26% | 67 |
|
|
2014
Q4 | $201K | Buy |
+1,545
| New | +$201K | 0.22% | 72 |
|