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