D.B. Root & Company’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-4,132
| Closed | -$616K | – | 197 |
|
|
2020
Q1 | $616K | Buy |
4,132
+705
| +21% | +$105K | 0.31% | 82 |
|
|
2019
Q4 | $1.12M | Sell |
3,427
-222
| -6% | -$72.3K | 0.49% | 54 |
|
|
2019
Q3 | $1.39M | Sell |
3,649
-1,270
| -26% | -$483K | 0.65% | 31 |
|
|
2019
Q2 | $1.79M | Sell |
4,919
-299
| -6% | -$109K | 0.79% | 24 |
|
|
2019
Q1 | $1.99M | Buy |
5,218
+2
| +0% | +$763 | 0.85% | 23 |
|
|
2018
Q4 | $1.68M | Sell |
5,216
-53
| -1% | -$17.1K | 0.84% | 25 |
|
|
2018
Q3 | $1.96M | Buy |
5,269
+37
| +0.7% | +$13.8K | 0.86% | 21 |
|
|
2018
Q2 | $1.76M | Buy |
5,232
+21
| +0.4% | +$7.04K | 0.83% | 23 |
|
|
2018
Q1 | $1.71M | Buy |
5,211
+276
| +6% | +$90.5K | 0.9% | 20 |
|
|
2017
Q4 | $1.46M | Buy |
+4,935
| New | +$1.46M | 1.25% | 19 |
|