Eagle Ridge Investment Management’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 |
-1,757
| Closed | -$572K | – | 128 |
|
|
2019
Q4 | $572K | Hold |
1,757
| – | – | 0.08% | 93 |
|
|
2019
Q3 | $668K | Hold |
1,757
| – | – | 0.1% | 88 |
|
|
2019
Q2 | $640K | Sell |
1,757
-1,054
| -37% | -$384K | 0.09% | 90 |
|
|
2019
Q1 | $1.07M | Sell |
2,811
-139
| -5% | -$53K | 0.16% | 73 |
|
|
2018
Q4 | $951K | Hold |
2,950
| – | – | 0.16% | 74 |
|
|
2018
Q3 | $1.1M | Hold |
2,950
| – | – | 0.16% | 77 |
|
|
2018
Q2 | $990K | Buy |
2,950
+29
| +1% | +$9.73K | 0.15% | 78 |
|
|
2018
Q1 | $958K | Sell |
2,921
-1,793
| -38% | -$588K | 0.15% | 79 |
|
|
2017
Q4 | $1.39M | Sell |
4,714
-414
| -8% | -$122K | 0.21% | 76 |
|
|
2017
Q3 | $1.3M | Sell |
5,128
-43
| -0.8% | -$10.9K | 0.22% | 77 |
|
|
2017
Q2 | $1.02M | Sell |
5,171
-368
| -7% | -$72.8K | 0.19% | 73 |
|
|
2017
Q1 | $980K | Sell |
5,539
-261
| -5% | -$46.2K | 0.19% | 76 |
|
|
2016
Q4 | $903K | Sell |
5,800
-183
| -3% | -$28.5K | 0.19% | 79 |
|
|
2016
Q3 | $788K | Sell |
5,983
-336
| -5% | -$44.3K | 0.18% | 80 |
|
|
2016
Q2 | $821K | Buy |
6,319
+33
| +0.5% | +$4.29K | 0.19% | 80 |
|
|
2016
Q1 | $798K | Buy |
+6,286
| New | +$798K | 0.19% | 82 |
|