Gary Goldberg Planning Services’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $904K | Buy |
6,955
+3,429
| +97% | +$446K | 0.38% | 48 |
|
|
2014
Q3 | $449K | Buy |
3,526
+1,736
| +97% | +$221K | 0.19% | 73 |
|
|
2014
Q2 | $228K | Buy |
1,790
+398
| +29% | +$50.7K | 0.1% | 106 |
|
|
2014
Q1 | $175K | Buy |
1,392
+772
| +125% | +$97.1K | 0.09% | 112 |
|
|
2013
Q4 | $85K | Buy |
620
+360
| +138% | +$49.4K | 0.05% | 150 |
|
|
2013
Q3 | $31K | Sell |
260
-90
| -26% | -$10.7K | 0.02% | 226 |
|
|
2013
Q2 | $36K | Buy |
+350
| New | +$36K | 0.02% | 210 |
|