Courage Miller Partners’s Boeing BA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-814
| Closed | -$207K | – | 85 |
|
2021
Q1 | $207K | Buy |
+814
| New | +$207K | 0.09% | 80 |
|
2020
Q1 | – | Sell |
-814
| Closed | -$265K | – | 66 |
|
2019
Q4 | $265K | Hold |
814
| – | – | 0.14% | 70 |
|
2019
Q3 | $310K | Sell |
814
-40
| -5% | -$15.2K | 0.17% | 64 |
|
2019
Q2 | $310K | Buy |
854
+40
| +5% | +$14.5K | 0.17% | 65 |
|
2019
Q1 | $310K | Hold |
814
| – | – | 0.18% | 64 |
|
2018
Q4 | $262K | Hold |
814
| – | – | 0.16% | 65 |
|
2018
Q3 | $303K | Hold |
814
| – | – | 0.17% | 63 |
|
2018
Q2 | $273K | Hold |
814
| – | – | 0.16% | 63 |
|
2018
Q1 | $266K | Hold |
814
| – | – | 0.16% | 62 |
|
2017
Q4 | $240K | Hold |
814
| – | – | 0.15% | 65 |
|
2017
Q3 | $207K | Buy |
+814
| New | +$207K | 0.13% | 67 |
|