Fulcrum Capital’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,135
| Closed | -$250K | – | 88 |
|
|
2021
Q3 | $250K | Hold |
1,135
| – | – | 0.06% | 77 |
|
|
2021
Q2 | $272K | Buy |
1,135
+10
| +0.9% | +$2.4K | 0.07% | 71 |
|
|
2021
Q1 | $287K | Buy |
1,125
+76
| +7% | +$19.4K | 0.08% | 67 |
|
|
2020
Q4 | $225K | Buy |
+1,049
| New | +$225K | 0.07% | 75 |
|
|
2020
Q3 | – | Sell |
-1,519
| Closed | -$278K | – | 64 |
|
|
2020
Q2 | $278K | Buy |
1,519
+25
| +2% | +$4.58K | 0.11% | 58 |
|
|
2020
Q1 | $223K | Buy |
1,494
+450
| +43% | +$67.2K | 0.1% | 61 |
|
|
2019
Q4 | $340K | Hold |
1,044
| – | – | 0.11% | 60 |
|
|
2019
Q3 | $397K | Sell |
1,044
-46
| -4% | -$17.5K | 0.14% | 55 |
|
|
2019
Q2 | $397K | Sell |
1,090
-200
| -16% | -$72.8K | 0.15% | 47 |
|
|
2019
Q1 | $492K | Buy |
1,290
+145
| +13% | +$55.3K | 0.19% | 48 |
|
|
2018
Q4 | $369K | Hold |
1,145
| – | – | 0.17% | 47 |
|
|
2018
Q3 | $426K | Buy |
1,145
+95
| +9% | +$35.3K | 0.17% | 49 |
|
|
2018
Q2 | $352K | Hold |
1,050
| – | – | 0.17% | 43 |
|
|
2018
Q1 | $344K | Hold |
1,050
| – | – | 0.11% | 55 |
|
|
2017
Q4 | $310K | Buy |
+1,050
| New | +$310K | 0.1% | 63 |
|