Dean Investment Associates’s Boeing BA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-8,773
| Closed | -$1.74M | – | 206 |
|
2017
Q2 | $1.74M | Buy |
8,773
+758
| +9% | +$150K | 0.26% | 124 |
|
2017
Q1 | $1.42M | Buy |
8,015
+599
| +8% | +$106K | 0.24% | 121 |
|
2016
Q4 | $1.15M | Buy |
7,416
+664
| +10% | +$103K | 0.2% | 123 |
|
2016
Q3 | $889K | Buy |
6,752
+519
| +8% | +$68.3K | 0.17% | 130 |
|
2016
Q2 | $810K | Buy |
6,233
+341
| +6% | +$44.3K | 0.16% | 129 |
|
2016
Q1 | $748K | Buy |
+5,892
| New | +$748K | 0.15% | 138 |
|