Doheny Asset Management’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 |
-937
| Closed | -$305K | – | 87 |
|
|
2020
Q1 | $305K | Hold |
937
| – | – | 0.24% | 83 |
|
|
2019
Q4 | $305K | Sell |
937
-2,945
| -76% | -$959K | 0.24% | 83 |
|
|
2019
Q3 | $1.48M | Buy |
3,882
+1,250
| +47% | +$476K | 1.28% | 31 |
|
|
2019
Q2 | $958K | Buy |
2,632
+1,730
| +192% | +$630K | 0.8% | 43 |
|
|
2019
Q1 | $344K | Buy |
902
+150
| +20% | +$57.2K | 0.29% | 77 |
|
|
2018
Q4 | $243K | Hold |
752
| – | – | 0.18% | 82 |
|
|
2018
Q3 | $280K | Hold |
752
| – | – | 0.15% | 92 |
|
|
2018
Q2 | $252K | Hold |
752
| – | – | 0.14% | 90 |
|
|
2018
Q1 | $247K | Buy |
+752
| New | +$247K | 0.13% | 95 |
|