First Western Capital 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 |
-693
| Closed | -$226K | – | 16 |
|
|
2019
Q4 | $226K | Hold |
693
| – | – | 3.59% | 19 |
|
|
2019
Q3 | $264K | Sell |
693
-152
| -18% | -$57.9K | 4.11% | 9 |
|
|
2019
Q2 | $308K | Sell |
845
-8
| -0.9% | -$2.92K | 4.09% | 10 |
|
|
2019
Q1 | $325K | Sell |
853
-453
| -35% | -$173K | 4.62% | 7 |
|
|
2018
Q4 | $421K | Sell |
1,306
-1,192
| -48% | -$384K | 3.82% | 8 |
|
|
2018
Q3 | $929K | Sell |
2,498
-128
| -5% | -$47.6K | 4.18% | 2 |
|
|
2018
Q2 | $881K | Buy |
2,626
+339
| +15% | +$114K | 3.98% | 2 |
|
|
2018
Q1 | $750K | Sell |
2,287
-771
| -25% | -$253K | 3.56% | 3 |
|
|
2017
Q4 | $902K | Hold |
3,058
| – | – | 0.51% | 42 |
|
|
2017
Q3 | $777K | Sell |
3,058
-630
| -17% | -$160K | 0.47% | 41 |
|
|
2017
Q2 | $729K | Sell |
3,688
-1,345
| -27% | -$266K | 0.44% | 43 |
|
|
2017
Q1 | $890K | Sell |
5,033
-1,542
| -23% | -$273K | 0.54% | 42 |
|
|
2016
Q4 | $1.02M | Sell |
6,575
-5,046
| -43% | -$786K | 0.56% | 60 |
|
|
2016
Q3 | $1.53M | Buy |
+11,621
| New | +$1.53M | 0.6% | 67 |
|
|
2014
Q2 | – | Sell |
-18,629
| Closed | -$2.34M | – | 124 |
|
|
2014
Q1 | $2.34M | Buy |
+18,629
| New | +$2.34M | 0.83% | 40 |
|