Edgemoor Investment Advisors’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 |
-43,053
| Closed | -$14M | – | 116 |
|
|
2019
Q4 | $14M | Sell |
43,053
-1,332
| -3% | -$434K | 1.6% | 18 |
|
|
2019
Q3 | $16.9M | Sell |
44,385
-2,083
| -4% | -$793K | 2.09% | 10 |
|
|
2019
Q2 | $16.9M | Sell |
46,468
-5,738
| -11% | -$2.09M | 2.14% | 9 |
|
|
2019
Q1 | $19.9M | Sell |
52,206
-2,162
| -4% | -$825K | 2.62% | 6 |
|
|
2018
Q4 | $17.5M | Sell |
54,368
-1,519
| -3% | -$490K | 2.62% | 6 |
|
|
2018
Q3 | $20.8M | Sell |
55,887
-585
| -1% | -$218K | 2.58% | 6 |
|
|
2018
Q2 | $18.9M | Sell |
56,472
-445
| -0.8% | -$149K | 2.53% | 7 |
|
|
2018
Q1 | $18.7M | Sell |
56,917
-965
| -2% | -$316K | 2.48% | 9 |
|
|
2017
Q4 | $19.4M | Sell |
57,882
-1,526
| -3% | -$511K | 2.45% | 10 |
|
|
2017
Q3 | $15.1M | Sell |
59,408
-714
| -1% | -$182K | 2.04% | 12 |
|
|
2017
Q2 | $11.9M | Sell |
60,122
-468
| -0.8% | -$92.5K | 1.62% | 20 |
|
|
2017
Q1 | $10.7M | Sell |
60,590
-377
| -0.6% | -$66.7K | 1.52% | 24 |
|
|
2016
Q4 | $9.49M | Buy |
60,967
+920
| +2% | +$143K | 1.44% | 27 |
|
|
2016
Q3 | $7.91M | Buy |
60,047
+4,279
| +8% | +$564K | 1.22% | 33 |
|
|
2016
Q2 | $7.24M | Buy |
55,768
+10,293
| +23% | +$1.34M | 1.14% | 34 |
|
|
2016
Q1 | $5.77M | Buy |
45,475
+22,434
| +97% | +$2.85M | 0.9% | 44 |
|
|
2015
Q4 | $3.33M | Buy |
23,041
+8,561
| +59% | +$1.24M | 0.5% | 64 |
|
|
2015
Q3 | $1.9M | Buy |
+14,480
| New | +$1.9M | 0.29% | 71 |
|