Copperwynd Financial’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 |
-756
| Closed | -$246K | – | 84 |
|
2019
Q4 | $246K | Hold |
756
| – | – | 0.13% | 102 |
|
2019
Q3 | $270K | Hold |
756
| – | – | 0.15% | 96 |
|
2019
Q2 | $275K | Sell |
756
-25
| -3% | -$9.09K | 0.16% | 94 |
|
2019
Q1 | $298K | Sell |
781
-5
| -0.6% | -$1.91K | 0.18% | 95 |
|
2018
Q4 | $253K | Sell |
786
-3,324
| -81% | -$1.07M | 0.16% | 81 |
|
2018
Q3 | $1.53M | Buy |
4,110
+1,968
| +92% | +$732K | 0.93% | 23 |
|
2018
Q2 | $719K | Buy |
2,142
+1,080
| +102% | +$363K | 0.51% | 21 |
|
2018
Q1 | $348K | Sell |
1,062
-17,322
| -94% | -$5.68M | 0.24% | 70 |
|
2017
Q4 | $5.42M | Buy |
+18,384
| New | +$5.42M | 3.96% | 9 |
|