Cumberland Partners’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 |
-9,309
| Closed | -$3.03M | – | 167 |
|
2019
Q4 | $3.03M | Sell |
9,309
-1,407
| -13% | -$458K | 0.27% | 73 |
|
2019
Q3 | $4.61M | Buy |
10,716
+1,134
| +12% | +$488K | 0.44% | 59 |
|
2019
Q2 | $3.49M | Sell |
9,582
-915
| -9% | -$333K | 0.34% | 66 |
|
2019
Q1 | $4M | Buy |
10,497
+4,689
| +81% | +$1.79M | 0.4% | 58 |
|
2018
Q4 | $1.87M | Sell |
5,808
-2,626
| -31% | -$847K | 0.21% | 79 |
|
2018
Q3 | $3.14M | Sell |
8,434
-3,711
| -31% | -$1.38M | 0.3% | 69 |
|
2018
Q2 | $4.08M | Buy |
+12,145
| New | +$4.08M | 0.41% | 56 |
|