Colorado Capital Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-787
| Closed | -$256K | – | 76 |
|
|
2019
Q4 | $256K | Sell |
787
-154
| -16% | -$50.1K | 0.18% | 66 |
|
|
2019
Q3 | $358K | Hold |
941
| – | – | 0.27% | 59 |
|
|
2019
Q2 | $343K | Hold |
941
| – | – | 0.26% | 60 |
|
|
2019
Q1 | $358K | Sell |
941
-115
| -11% | -$43.8K | 0.27% | 57 |
|
|
2018
Q4 | $340K | Hold |
1,056
| – | – | 0.28% | 54 |
|
|
2018
Q3 | $392K | Sell |
1,056
-300
| -22% | -$111K | 0.28% | 57 |
|
|
2018
Q2 | $455K | Sell |
1,356
-153
| -10% | -$51.3K | 0.31% | 55 |
|
|
2018
Q1 | $495K | Buy |
+1,509
| New | +$495K | 0.33% | 53 |
|